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Sulzberger Capital Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Sulzberger Capital 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 		$3.03M Sell
30,131
-9,215
-23% -$926K 2.96% 11
2026
Q1 		$3.96M Sell
39,346
-2,459
-6% -$247K 4.04% 7
2025
Q4 		$4.2M Buy
+41,805
New +$4.2M 4.24% 5

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
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
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
OFW
Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Sulzberger Capital Advisors's SGOV Position: Q2 2026 in Review

Sulzberger Capital Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 23% in Q2 2026, selling an estimated $926K and leaving 30,131 shares worth $3.03M. The position accounts for 2.96% of the portfolio, ranked #11.

Sulzberger Capital Advisors first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.2M in Q4 2025. 237 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Sulzberger Capital Advisors held 30,131 shares of iShares 0-3 Month Treasury Bond ETF worth $3.03M as of Q2 2026.
  • Sulzberger Capital Advisors sold 9,215 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $926K.
  • iShares 0-3 Month Treasury Bond ETF made up 2.96% of Sulzberger Capital Advisors's portfolio in Q2 2026, its #11 holding.
  • Sulzberger Capital Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Sulzberger Capital Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $4.2M in Q4 2025.
  • 237 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Sulzberger Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.