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

Bedel Financial Consulting’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	$239K	Sell	2,375 -503	-17%	-$50.6K	0.02%	280
2026 Q1	$290K	Buy	2,878 +1	+0%	+$101	0.03%	231
2025 Q4	$289K	Buy	2,877 +10	+0.3%	+$1K	0.03%	226
2025 Q3	$289K	Sell	2,867 -328	-10%	-$33K	0.04%	221
2025 Q2	$322K	Buy	+3,195	New	+$321K	0.04%	207

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Bedel Financial Consulting's SGOV Position: Q2 2026 in Review

Bedel Financial Consulting reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 17% in Q2 2026, selling an estimated $50.6K and leaving 2,375 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #280.

Bedel Financial Consulting first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. The position peaked at $322K in Q2 2025. 628 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Bedel Financial Consulting held 2,375 shares of iShares 0-3 Month Treasury Bond ETF worth $239K as of Q2 2026.
Bedel Financial Consulting sold 503 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $50.6K.
iShares 0-3 Month Treasury Bond ETF made up 0.02% of Bedel Financial Consulting's portfolio in Q2 2026, its #280 holding.
Bedel Financial Consulting first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Bedel Financial Consulting's iShares 0-3 Month Treasury Bond ETF position peaked at $322K in Q2 2025.
628 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.