Private Advisory Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Private Advisory Group’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	$22.6M	Sell	224,485 -13,132	-6%	-$1.32M	1.21%	19
2026 Q2	$23.9M	Buy	237,617 +142,198	+149%	+$14.3M	1.29%	17
2026 Q1	$9.6M	Sell	95,419 -90,700	-49%	-$9.12M	0.63%	55
2025 Q4	$18.7M	Sell	186,119 -101,707	-35%	-$10.2M	1.46%	15
2025 Q3	$29M	Buy	287,826 +118,082	+70%	+$11.9M	2.38%	8
2025 Q2	$17.1M	Buy	169,744 +122,447	+259%	+$12.3M	1.55%	14
2025 Q1	$4.76M	Sell	47,297 -23,026	-33%	-$2.31M	0.53%	56
2024 Q4	$7.05M	Buy	70,323 +49,457	+237%	+$4.97M	0.79%	31
2024 Q3	$2.1M	Buy	+20,866	New	+$2.1M	0.25%	84

Other funds holding SGOV

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

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

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Private Advisory Group's SGOV Position: Q3 2026 in Review

Private Advisory Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 5.5% in Q3 2026, selling an estimated $1.32M and leaving 224,485 shares worth $22.6M. The position accounts for 1.21% of the portfolio, ranked #19.

Private Advisory Group first reported a position in SGOV in Q3 2024 and has held it in 9 quarters since. The position peaked at $29M in Q3 2025. 993 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Private Advisory Group held 224,485 shares of iShares 0-3 Month Treasury Bond ETF worth $22.6M as of Q3 2026.
Private Advisory Group sold 13,132 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $1.32M.
iShares 0-3 Month Treasury Bond ETF made up 1.21% of Private Advisory Group's portfolio in Q3 2026, its #19 holding.
Private Advisory Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 9 quarters since.
Private Advisory Group's iShares 0-3 Month Treasury Bond ETF position peaked at $29M in Q3 2025.
993 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.