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ADKINS SEALE CAPITAL MANAGEMENT LLC’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

ADKINS SEALE CAPITAL MANAGEMENT LLC’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 		$10.1K Hold
100
– – 0.01% 203
2026
Q1 		$10.1K Hold
100
– – 0.01% 191
2025
Q4 		$10K Buy
+100
New +$10.1K 0.01% 189

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CI
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Wealth Enhancement Advisory Services
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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
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return

ADKINS SEALE CAPITAL MANAGEMENT LLC's SGOV Position: Q2 2026 in Review

ADKINS SEALE CAPITAL MANAGEMENT LLC held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 100 shares worth $10.1K. The position accounts for 0.01% of the portfolio, ranked #203.

ADKINS SEALE CAPITAL MANAGEMENT LLC first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. 799 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • ADKINS SEALE CAPITAL MANAGEMENT LLC held 100 shares of iShares 0-3 Month Treasury Bond ETF worth $10.1K as of Q2 2026.
  • ADKINS SEALE CAPITAL MANAGEMENT LLC left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.01% of ADKINS SEALE CAPITAL MANAGEMENT LLC's portfolio in Q2 2026, its #203 holding.
  • ADKINS SEALE CAPITAL MANAGEMENT LLC first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 799 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on ADKINS SEALE CAPITAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 5 Aug 2026.