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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

PKS Advisory Services's SGOV Position: Q1 2026 in Review

PKS Advisory Services increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 33% in Q1 2026, buying an estimated $91.8K and bringing the position to 3,655 shares worth $368K. The position accounts for 0.09% of the portfolio, ranked #189.

PKS Advisory Services first reported a position in SGOV in Q4 2024 and has held it in 4 quarters since. The position peaked at $826K in Q1 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • PKS Advisory Services held 3,655 shares of iShares 0-3 Month Treasury Bond ETF worth $368K as of Q1 2026.
  • PKS Advisory Services bought 913 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $91.8K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.09% of PKS Advisory Services's portfolio in Q1 2026, its #189 holding.
  • PKS Advisory Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • PKS Advisory Services's iShares 0-3 Month Treasury Bond ETF position peaked at $826K in Q1 2025.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.