U.S. Capital Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

U.S. Capital Wealth 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 Q1	–	Sell	-2,461	Closed	-$247K	–	1073
2025 Q4	$247K	Buy	2,461 +12	+0.5%	+$1.21K	0.01%	861
2025 Q3	$247K	Buy	+2,449	New	+$246K	0.01%	830
2025 Q2	–	Sell	-2,156	Closed	-$217K	–	929
2025 Q1	$217K	Hold	2,156	–	–	0.01%	785
2024 Q4	$216K	Hold	2,156	–	–	0.01%	756
2024 Q3	$217K	Buy	+2,156	New	+$217K	0.01%	659

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

U.S. Capital Wealth Advisors's SGOV Position: Q1 2026 in Review

U.S. Capital Wealth Advisors sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026, closing a stake of 2,461 shares — an estimated $247K sold.

U.S. Capital Wealth Advisors first reported a position in SGOV in Q3 2024 and held it in 5 quarters. The position peaked at $247K in Q4 2025. 1,215 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

U.S. Capital Wealth Advisors reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 2,461 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $247K.
U.S. Capital Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and held it in 5 quarters.
U.S. Capital Wealth Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $247K in Q4 2025.
1,215 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.