Breakthru Advisory Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Breakthru Advisory Services’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 Q3	$1.84M	Hold	18,280	–	–	6.23%	7
2026 Q2	$1.84M	Sell	18,280 -1,430	-7%	-$144K	6.18%	7
2026 Q1	$1.98M	Hold	19,710	–	–	3.18%	11
2025 Q4	$1.98M	Sell	19,710 -2,430	-11%	-$244K	1.26%	17
2025 Q3	$2.23M	Buy	+22,140	New	+$2.23M	1.47%	16
2025 Q1	–	Sell	-27,110	Closed	-$2.72M	–	44
2024 Q4	$2.72M	Buy	+27,110	New	+$2.72M	2.46%	13

Other funds holding SGOV

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Breakthru Advisory Services's SGOV Position: Q3 2026 in Review

Breakthru Advisory Services held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q3 2026 at 18,280 shares worth $1.84M. The position accounts for 6.23% of the portfolio, ranked #7.

Breakthru Advisory Services first reported a position in SGOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.72M in Q4 2024. 419 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Breakthru Advisory Services held 18,280 shares of iShares 0-3 Month Treasury Bond ETF worth $1.84M as of Q3 2026.
Breakthru Advisory Services left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q3 2026.
iShares 0-3 Month Treasury Bond ETF made up 6.23% of Breakthru Advisory Services's portfolio in Q3 2026, its #7 holding.
Breakthru Advisory Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Breakthru Advisory Services's iShares 0-3 Month Treasury Bond ETF position peaked at $2.72M in Q4 2024.
419 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Breakthru Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.