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

Altiora Financial Group’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	$8.07M	Sell	80,209 -118,947	-60%	-$12M	1.27%	22
2026 Q1	$20M	Sell	199,156 -19,411	-9%	-$1.95M	3.3%	6
2025 Q4	$21.9M	Sell	218,567 -96,212	-31%	-$9.67M	3.78%	7
2025 Q3	$31.7M	Buy	314,779 +2,539	+0.8%	+$255K	5.8%	4
2025 Q2	$31.4M	Buy	312,240 +96,794	+45%	+$9.73M	6.14%	4
2025 Q1	$21.7M	Buy	215,446 +71,883	+50%	+$7.22M	4.61%	5
2024 Q4	$14.4M	Buy	143,563 +27,523	+24%	+$2.76M	3.13%	7
2024 Q3	$11.7M	Sell	116,040 -28,587	-20%	-$2.87M	2.58%	9
2024 Q2	$14.6M	Buy	144,627 +33,559	+30%	+$3.37M	3.5%	8
2024 Q1	$11.2M	Buy	111,068 +51,910	+88%	+$5.22M	3.04%	8
2023 Q4	$5.93M	Buy	59,158 +40,951	+225%	+$4.11M	1.72%	15
2023 Q3	$1.83M	Buy	18,207 +9,179	+102%	+$922K	0.85%	20
2023 Q2	$908K	Buy	9,028 +978	+12%	+$98.2K	0.4%	29
2023 Q1	$810K	Buy	+8,050	New	+$808K	0.37%	28

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Altiora Financial Group's SGOV Position: Q2 2026 in Review

Altiora Financial Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 60% in Q2 2026, selling an estimated $12M and leaving 80,209 shares worth $8.07M. The position accounts for 1.27% of the portfolio, ranked #22.

Altiora Financial Group first reported a position in SGOV in Q1 2023 and has held it in 14 quarters since. The position peaked at $31.7M in Q3 2025. 1,308 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Altiora Financial Group held 80,209 shares of iShares 0-3 Month Treasury Bond ETF worth $8.07M as of Q2 2026.
Altiora Financial Group sold 118,947 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $12M.
iShares 0-3 Month Treasury Bond ETF made up 1.27% of Altiora Financial Group's portfolio in Q2 2026, its #22 holding.
Altiora Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
Altiora Financial Group's iShares 0-3 Month Treasury Bond ETF position peaked at $31.7M in Q3 2025.
1,308 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Altiora Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.