Private Client Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Private Client 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	$877K	Sell	8,714 -19,693	-69%	-$1.98M	0.24%	85
2026 Q2	$2.86M	Sell	28,407 -6,614	-19%	-$665K	0.75%	30
2026 Q1	$3.53M	Buy	35,021 +27,269	+352%	+$2.74M	1.05%	23
2025 Q4	$778K	Buy	7,752 +1,685	+28%	+$169K	0.24%	76
2025 Q3	$611K	Buy	6,067 +1,989	+49%	+$200K	0.2%	90
2025 Q2	$411K	Buy	+4,078	New	+$410K	0.16%	125

Other funds holding SGOV

CIM

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

DWMS

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Private Client Services's SGOV Position: Q3 2026 in Review

Private Client Services reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 69% in Q3 2026, selling an estimated $1.98M and leaving 8,714 shares worth $877K. The position accounts for 0.24% of the portfolio, ranked #85.

Private Client Services first reported a position in SGOV in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.53M in Q1 2026. 70 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Private Client Services held 8,714 shares of iShares 0-3 Month Treasury Bond ETF worth $877K as of Q3 2026.
Private Client Services sold 19,693 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $1.98M.
iShares 0-3 Month Treasury Bond ETF made up 0.24% of Private Client Services's portfolio in Q3 2026, its #85 holding.
Private Client Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 6 quarters since.
Private Client Services's iShares 0-3 Month Treasury Bond ETF position peaked at $3.53M in Q1 2026.
70 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.