Silver Oak Securities’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Silver Oak Securities’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	$1.97M	Sell	19,587 -19,596	-50%	-$1.97M	0.15%	155
2026 Q2	$3.94M	Buy	39,183 +20,641	+111%	+$2.08M	0.24%	91
2026 Q1	$1.87M	Buy	18,542 +9,407	+103%	+$946K	0.14%	156
2025 Q4	$917K	Sell	9,135 -1,212	-12%	-$122K	0.06%	306
2025 Q3	$1.04M	Sell	10,347 -972	-9%	-$97.7K	0.08%	253
2025 Q2	$1.14M	Buy	11,319 +304	+3%	+$30.6K	0.09%	233
2025 Q1	$1.11M	Buy	11,015 +4,400	+67%	+$442K	0.1%	213
2024 Q4	$663K	Buy	+6,615	New	+$664K	0.06%	317
2023 Q4	–	Sell	-7,404	Closed	-$745K	–	533
2023 Q3	$745K	Sell	7,404 -7,509	-50%	-$754K	0.16%	120
2023 Q2	$1.5M	Buy	14,913 +12,718	+579%	+$1.28M	0.24%	90
2023 Q1	$223K	Buy	2,195 +104	+5%	+$10.4K	0.04%	352
2022 Q4	$209K	Sell	2,091 -5,313	-72%	-$532K	0.04%	278
2022 Q3	$745K	Buy	+7,404	New	+$741K	0.16%	120

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

Silver Oak Securities's SGOV Position: Q3 2026 in Review

Silver Oak Securities reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 50% in Q3 2026, selling an estimated $1.97M and leaving 19,587 shares worth $1.97M. The position accounts for 0.15% of the portfolio, ranked #155.

Silver Oak Securities first reported a position in SGOV in Q3 2022 and has held it in 13 quarters since. The position peaked at $3.94M in Q2 2026. 1,251 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Silver Oak Securities held 19,587 shares of iShares 0-3 Month Treasury Bond ETF worth $1.97M as of Q3 2026.
Silver Oak Securities sold 19,596 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $1.97M.
iShares 0-3 Month Treasury Bond ETF made up 0.15% of Silver Oak Securities's portfolio in Q3 2026, its #155 holding.
Silver Oak Securities first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 13 quarters since.
Silver Oak Securities's iShares 0-3 Month Treasury Bond ETF position peaked at $3.94M in Q2 2026.
1,251 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Silver Oak Securities's 13F filing for Q3 2026, filed 9 Nov 2026.