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SGOV icon

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

Baring 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 		$5.72M Sell
56,863
-541
-0.9% -$54.4K 3.15% 8
2026
Q1 		$5.78M Buy
57,404
+3,179
+6% +$320K 3.53% 7
2025
Q4 		$5.44M Buy
54,225
+9,171
+20% +$922K 3.31% 8
2025
Q3 		$4.54M Buy
45,054
+3,317
+8% +$334K 3.09% 14
2025
Q2 		$4.2M Buy
41,737
+4,135
+11% +$416K 3.14% 12
2025
Q1 		$3.79M Buy
37,602
+13,303
+55% +$1.34M 3.18% 12
2024
Q4 		$2.44M Buy
+24,299
New +$2.44M 2.17% 18

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

Baring Financial's SGOV Position: Q2 2026 in Review

Baring Financial reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.94% in Q2 2026, selling an estimated $54.4K and leaving 56,863 shares worth $5.72M. The position accounts for 3.15% of the portfolio, ranked #8.

Baring Financial first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.78M in Q1 2026. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Baring Financial held 56,863 shares of iShares 0-3 Month Treasury Bond ETF worth $5.72M as of Q2 2026.
  • Baring Financial sold 541 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $54.4K.
  • iShares 0-3 Month Treasury Bond ETF made up 3.15% of Baring Financial's portfolio in Q2 2026, its #8 holding.
  • Baring Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Baring Financial's iShares 0-3 Month Treasury Bond ETF position peaked at $5.78M in Q1 2026.
  • 429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Baring Financial's 13F filing for Q2 2026, filed 8 Jul 2026.