Armstrong Advisory Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Armstrong Advisory 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	$3.29M	Sell	32,657 -12,429	-28%	-$1.25M	0.2%	42
2026 Q1	$4.54M	Sell	45,086 -8,810	-16%	-$886K	0.3%	40
2025 Q4	$5.41M	Buy	53,896 +12,334	+30%	+$1.24M	0.37%	37
2025 Q3	$4.19M	Buy	41,562 +12,497	+43%	+$1.26M	0.3%	40
2025 Q2	$2.93M	Sell	29,065 -173,922	-86%	-$17.5M	0.22%	42
2025 Q1	$20.4M	Hold	202,987	–	–	1.63%	17
2024 Q4	$20.4M	Buy	202,987 +18,139	+10%	+$1.82M	1.63%	17
2024 Q3	$18.6M	Buy	184,848 +170,649	+1,202%	+$17.2M	1.54%	17
2024 Q2	$1.43M	Sell	14,199 -78,292	-85%	-$7.87M	0.13%	48
2024 Q1	$9.27M	Hold	92,491	–	–	0.9%	24
2023 Q4	$9.27M	Buy	+92,491	New	+$9.29M	0.9%	24

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

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

VWM

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

OFW

Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Armstrong Advisory Group's SGOV Position: Q2 2026 in Review

Armstrong Advisory Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 28% in Q2 2026, selling an estimated $1.25M and leaving 32,657 shares worth $3.29M. The position accounts for 0.2% of the portfolio, ranked #42.

Armstrong Advisory Group first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.4M in Q1 2025. 237 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Armstrong Advisory Group held 32,657 shares of iShares 0-3 Month Treasury Bond ETF worth $3.29M as of Q2 2026.
Armstrong Advisory Group sold 12,429 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.25M.
iShares 0-3 Month Treasury Bond ETF made up 0.2% of Armstrong Advisory Group's portfolio in Q2 2026, its #42 holding.
Armstrong Advisory Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Armstrong Advisory Group's iShares 0-3 Month Treasury Bond ETF position peaked at $20.4M in Q1 2025.
237 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.