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

Sincerus Advisory’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 		$852K Buy
8,464
+2,391
+39% +$240K 0.58% 38
2026
Q1 		$611K Sell
6,073
-3,337
-35% -$335K 0.46% 41
2025
Q4 		$945K Sell
9,410
-1,304
-12% -$131K 0.76% 36
2025
Q3 		$1.08M Buy
10,714
+3,283
+44% +$330K 0.92% 32
2025
Q2 		$748K Sell
7,431
-5,124
-41% -$515K 0.7% 36
2025
Q1 		$1.26M Buy
12,555
+84
+0.7% +$8.44K 1.33% 24
2024
Q4 		$1.25M Buy
+12,471
New +$1.25M 1.34% 26

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VWM
Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

Sincerus Advisory's SGOV Position: Q2 2026 in Review

Sincerus Advisory increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 39% in Q2 2026, buying an estimated $240K and bringing the position to 8,464 shares worth $852K. The position accounts for 0.58% of the portfolio, ranked #38.

Sincerus Advisory first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.26M in Q1 2025. 339 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Sincerus Advisory held 8,464 shares of iShares 0-3 Month Treasury Bond ETF worth $852K as of Q2 2026.
  • Sincerus Advisory bought 2,391 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $240K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.58% of Sincerus Advisory's portfolio in Q2 2026, its #38 holding.
  • Sincerus Advisory first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Sincerus Advisory's iShares 0-3 Month Treasury Bond ETF position peaked at $1.26M in Q1 2025.
  • 339 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.