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Prime Capital Investment Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Prime Capital Investment Advisors’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
Q2 		$5.22M Buy
51,837
+20,805
+67% +$2.09M 0.05% 231
2026
Q1 		$3.12M Sell
31,032
-7,708
-20% -$775K 0.04% 293
2025
Q4 		$3.89M Sell
38,740
-40,100
-51% -$4.03M 0.05% 237
2025
Q3 		$7.94M Sell
78,840
-46,303
-37% -$4.66M 0.1% 147
2025
Q2 		$12.6M Buy
125,143
+119,998
+2,332% +$12.1M 0.17% 101
2025
Q1 		$518K Buy
5,145
+2,566
+99% +$258K 0.01% 658
2024
Q4 		$259K Buy
2,579
+411
+19% +$41.3K ﹤0.01% 770
2024
Q3 		$218K Sell
2,168
-187
-8% -$18.8K ﹤0.01% 835
2024
Q2 		$237K Sell
2,355
-695
-23% -$69.9K ﹤0.01% 796
2024
Q1 		$307K Buy
3,050
+725
+31% +$72.9K ﹤0.01% 768
2023
Q4 		$233K Buy
+2,325
New +$233K ﹤0.01% 828

Other funds holding SGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RAM
Robinhood Asset Management Menlo Park, California $1.87B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Prime Capital Investment Advisors's SGOV Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 67% in Q2 2026, buying an estimated $2.09M and bringing the position to 51,837 shares worth $5.22M. The position accounts for 0.05% of the portfolio, ranked #231.

Prime Capital Investment Advisors first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.6M in Q2 2025. 1,047 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Prime Capital Investment Advisors held 51,837 shares of iShares 0-3 Month Treasury Bond ETF worth $5.22M as of Q2 2026.
  • Prime Capital Investment Advisors bought 20,805 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.09M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.05% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #231 holding.
  • Prime Capital Investment Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Prime Capital Investment Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $12.6M in Q2 2025.
  • 1,047 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.