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SGOV icon

Advisornet Financial’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Advisornet Financial’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 		$532K Sell
5,284
-1,555
-23% -$156K 0.02% 398
2026
Q1 		$688K Sell
6,839
-11
-0.2% -$1.11K 0.04% 317
2025
Q4 		$688K Sell
6,850
-531
-7% -$53.4K 0.04% 328
2025
Q3 		$743K Sell
7,381
-6,079
-45% -$611K 0.04% 303
2025
Q2 		$1.36M Buy
13,460
+6,663
+98% +$670K 0.09% 201
2025
Q1 		$684K Buy
6,797
+2,995
+79% +$301K 0.05% 288
2024
Q4 		$381K Hold
3,802
– – 0.03% 371
2024
Q3 		$383K Buy
3,802
+3,751
+7,355% +$377K 0.03% 381
2024
Q2 		$5.14K Buy
51
+4
+9% +$402 ﹤0.01% 1459
2024
Q1 		$4.73K Buy
47
+36
+327% +$3.62K ﹤0.01% 1449
2023
Q4 		$1.1K Buy
+11
New +$1.1K ﹤0.01% 1853

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
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 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

Advisornet Financial's SGOV Position: Q2 2026 in Review

Advisornet Financial reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 23% in Q2 2026, selling an estimated $156K and leaving 5,284 shares worth $532K. The position accounts for 0.02% of the portfolio, ranked #398.

Advisornet Financial first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.36M in Q2 2025. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Advisornet Financial held 5,284 shares of iShares 0-3 Month Treasury Bond ETF worth $532K as of Q2 2026.
  • Advisornet Financial sold 1,555 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $156K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.02% of Advisornet Financial's portfolio in Q2 2026, its #398 holding.
  • Advisornet Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Advisornet Financial's iShares 0-3 Month Treasury Bond ETF position peaked at $1.36M in Q2 2025.
  • 429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.