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 Q2	$10.2M	Buy	100,937 +4,985	+5%	+$501K	0.41%	38
2026 Q1	$9.66M	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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Simon Quick Advisors's SGOV Position: Q2 2026 in Review

Simon Quick Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 5.2% in Q2 2026, buying an estimated $501K and bringing the position to 100,937 shares worth $10.2M. The position accounts for 0.41% of the portfolio, ranked #38.

Simon Quick Advisors first reported a position in SGOV in Q2 2022 and has held it in 17 quarters since. The position peaked at $33.9M in Q2 2022. 628 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Simon Quick Advisors held 100,937 shares of iShares 0-3 Month Treasury Bond ETF worth $10.2M as of Q2 2026.
Simon Quick Advisors bought 4,985 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $501K.
iShares 0-3 Month Treasury Bond ETF made up 0.41% of Simon Quick Advisors's portfolio in Q2 2026, its #38 holding.
Simon Quick Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
Simon Quick Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $33.9M in Q2 2022.
628 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.