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Sterling Investment Advisors (Missouri)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Sterling Investment Advisors (Missouri)’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 		$19M Buy
188,608
+5,845
+3% +$588K 8.53% 4
2026
Q1 		$18.4M Buy
182,763
+4,981
+3% +$501K 8.83% 4
2025
Q4 		$17.8M Buy
177,782
+2,016
+1% +$203K 8.64% 4
2025
Q3 		$17.7M Buy
175,766
+21,420
+14% +$2.15M 8.77% 4
2025
Q2 		$15.5M Buy
154,346
+3,019
+2% +$303K 8.09% 4
2025
Q1 		$15.2M Buy
151,327
+8,900
+6% +$895K 8.58% 4
2024
Q4 		$14.3M Buy
142,427
+9,652
+7% +$970K 8.35% 4
2024
Q3 		$13.4M Buy
132,775
+8,355
+7% +$840K 7.52% 4
2024
Q2 		$12.5M Sell
124,420
-13,138
-10% -$1.32M 7.65% 4
2024
Q1 		$13.9M Buy
137,558
+10,268
+8% +$1.03M 8.12% 4
2023
Q4 		$12.8M Buy
127,290
+28,472
+29% +$2.86M 7.91% 4
2023
Q3 		$9.95M Buy
98,818
+24,458
+33% +$2.46M 6.34% 4
2023
Q2 		$7.48M Buy
74,360
+5,523
+8% +$555K 4.76% 8
2023
Q1 		$6.92M Buy
68,837
+12,355
+22% +$1.24M 4.48% 7
2022
Q4 		$5.66M Buy
56,482
+24,785
+78% +$2.48M 3.87% 9
2022
Q3 		$3.18M Buy
31,697
+12,293
+63% +$1.23M 2.38% 14
2022
Q2 		$1.94M Buy
+19,404
New +$1.94M 1.33% 16

Other funds holding SGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Sterling Investment Advisors (Missouri)'s SGOV Position: Q2 2026 in Review

Sterling Investment Advisors (Missouri) increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3.2% in Q2 2026, buying an estimated $588K and bringing the position to 188,608 shares worth $19M. The position accounts for 8.53% of the portfolio, ranked #4.

Sterling Investment Advisors (Missouri) first reported a position in SGOV in Q2 2022 and has held it in 17 quarters since. 864 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Sterling Investment Advisors (Missouri) held 188,608 shares of iShares 0-3 Month Treasury Bond ETF worth $19M as of Q2 2026.
  • Sterling Investment Advisors (Missouri) bought 5,845 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $588K.
  • iShares 0-3 Month Treasury Bond ETF made up 8.53% of Sterling Investment Advisors (Missouri)'s portfolio in Q2 2026, its #4 holding.
  • Sterling Investment Advisors (Missouri) first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 864 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q2 2026, filed 9 Jul 2026.