PKS Advisory Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

PKS Advisory Services’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$402K	Hold	3,991	–	–	0.06%	255
2026 Q2	$402K	Buy	3,991 +336	+9%	+$33.8K	0.06%	256
2026 Q1	$368K	Buy	3,655 +913	+33%	+$91.8K	0.09%	189
2025 Q4	$275K	Buy	+2,742	New	+$276K	0.06%	210
2025 Q2	–	Sell	-8,201	Closed	-$826K	–	274
2025 Q1	$826K	Buy	8,201 +5,502	+204%	+$553K	0.23%	92
2024 Q4	$271K	Buy	+2,699	New	+$271K	0.07%	198

Other funds holding SGOV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Robinhood Asset Management Menlo Park, California $2.11B AUM 21.56% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

PKS Advisory Services's SGOV Position: Q3 2026 in Review

PKS Advisory Services held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q3 2026 at 3,991 shares worth $402K. The position accounts for 0.06% of the portfolio, ranked #255.

PKS Advisory Services first reported a position in SGOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $826K in Q1 2025. 1,251 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

PKS Advisory Services held 3,991 shares of iShares 0-3 Month Treasury Bond ETF worth $402K as of Q3 2026.
PKS Advisory Services left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q3 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.06% of PKS Advisory Services's portfolio in Q3 2026, its #255 holding.
PKS Advisory Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
PKS Advisory Services's iShares 0-3 Month Treasury Bond ETF position peaked at $826K in Q1 2025.
1,251 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on PKS Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.