Simon Quick Advisors
SGOV icon

Simon Quick Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Simon Quick 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
Q3 		$9.6M Sell
95,606
-5,331
-5% -$536K 0.37% 46
2026
Q2 		$10.2M Buy
100,937
+4,985
+5% +$501K 0.41% 38
2026
Q1 		$9.7M Buy
95,952
+28,305
+42% +$2.85M 0.44% 41
2025
Q4 		$6.79M Sell
67,647
-4,762
-7% -$479K 0.3% 58
2025
Q3 		$7.29M Buy
72,409
+5,292
+8% +$532K 0.33% 51
2025
Q2 		$6.76M Buy
67,117
+12,732
+23% +$1.28M 0.34% 48
2025
Q1 		$5.47M Buy
54,385
+26,594
+96% +$2.67M 0.31% 38
2024
Q4 		$2.79M Buy
27,791
+2,267
+9% +$228K 0.17% 64
2024
Q3 		$2.57M Sell
25,524
-6,837
-21% -$687K 0.16% 69
2024
Q2 		$3.26M Buy
32,361
+76
+0.2% +$7.64K 0.23% 55
2024
Q1 		$3.25M Sell
32,285
-582
-2% -$58.5K 0.24% 54
2023
Q4 		$3.3M Sell
32,867
-1,889
-5% -$190K 0.29% 51
2023
Q3 		$3.5M Sell
34,756
-14,920
-30% -$1.5M 0.33% 50
2023
Q2 		$5M Buy
49,676
+2,296
+5% +$231K 0.46% 35
2023
Q1 		$4.77M Sell
47,380
-18,594
-28% -$1.87M 0.52% 36
2022
Q4 		$6.61M Sell
65,974
-67,508
-51% -$6.76M 0.78% 26
2022
Q3 		$13.4M Sell
133,482
-205,182
-61% -$20.5M 1.89% 14
2022
Q2 		$33.9M Buy
+338,664
New +$33.9M 4.44% 7

Other funds holding SGOV

True North Advisors
True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Hollow Brook Wealth Management
Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Peavine Capital
Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
Selective Wealth Management
Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return

Simon Quick Advisors's SGOV Position: Q3 2026 in Review

Simon Quick Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 5.3% in Q3 2026, selling an estimated $536K and leaving 95,606 shares worth $9.6M. The position accounts for 0.37% of the portfolio, ranked #46.

Simon Quick Advisors first reported a position in SGOV in Q2 2022 and has held it in 18 quarters since. The position peaked at $33.9M in Q2 2022. 633 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Simon Quick Advisors held 95,606 shares of iShares 0-3 Month Treasury Bond ETF worth $9.6M as of Q3 2026.
  • Simon Quick Advisors sold 5,331 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $536K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.37% of Simon Quick Advisors's portfolio in Q3 2026, its #46 holding.
  • Simon Quick Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 18 quarters since.
  • Simon Quick Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $33.9M in Q2 2022.
  • 633 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.