Stonekeep Investments’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Stonekeep Investments’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	$10.3M	Hold	101,913	–	–	5.97%	4
2026 Q1	$10.3M	Hold	101,913	–	–	6.65%	4
2025 Q4	$10.2M	Sell	101,913 -5,480	-5%	-$551K	6.54%	4
2025 Q3	$10.8M	Sell	107,393 -19,434	-15%	-$1.95M	6.85%	4
2025 Q2	$12.8M	Sell	126,827 -9,286	-7%	-$933K	8.6%	3
2025 Q1	$13.7M	Sell	136,113 -15,800	-10%	-$1.59M	10.11%	3
2024 Q4	$15.2M	Sell	151,913 -6,499	-4%	-$653K	11.35%	3
2024 Q3	$16M	Hold	158,412	–	–	12.32%	3
2024 Q2	$16M	Buy	+158,412	New	+$15.9M	12.94%	3

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

Stonekeep Investments's SGOV Position: Q2 2026 in Review

Stonekeep Investments held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 101,913 shares worth $10.3M. The position accounts for 5.97% of the portfolio, ranked #4.

Stonekeep Investments first reported a position in SGOV in Q2 2024 and has held it in 9 quarters since. The position peaked at $16M in Q3 2024. 628 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Stonekeep Investments held 101,913 shares of iShares 0-3 Month Treasury Bond ETF worth $10.3M as of Q2 2026.
Stonekeep Investments left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 5.97% of Stonekeep Investments's portfolio in Q2 2026, its #4 holding.
Stonekeep Investments first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Stonekeep Investments's iShares 0-3 Month Treasury Bond ETF position peaked at $16M in Q3 2024.
628 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Stonekeep Investments's 13F filing for Q2 2026, filed 10 Jul 2026.