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Position history for CAPTRUST FINANCIAL ADVISORSCAPTRUST FINANCIAL ADVISORS's holdings in ISHARES 0-3 MONTH TREASURY B

CAPTRUST FINANCIAL ADVISORS holds 2.3M shares of SGOV (ISHARES 0-3 MONTH TREASURY B), worth $232.2M as of 2026-Q2. The position was increased (+5.7% shares). SGOV represents 0.4% of CAPTRUST FINANCIAL ADVISORS's portfolio.

Current Value

$232.2M

Current Shares

2.3M

Total Value Change

+$126.9M

Total Shares Change

+1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.3M
+5.7%
$232.2M0.4%$100.07
39
2026-Q1
Increased
2.2M
+8.8%
$219.7M0.4%$99.18
40
2025-Q4
Increased
2M
+8.6%
$201.5M0.4%$98.33
40
2025-Q3
Increased
1.8M
+3.7%
$186M0.4%$97.35
38
2025-Q2
Increased
1.8M
+29.6%
$179.3M0.4%$96.31
46
2025-Q1
Increased
1.4M
+33.6%
$138.3M0.3%$95.30
46
2024-Q4
Decreased
1M
-1.6%
$103.2M0.3%$94.33
0
2024-Q3
Decreased
1M
-16.1%
$105.3M0.3%$93.21
0

Other major holders of SGOV: BANK OF AMERICA CORP /DE/, LPL Financial LLC

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