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 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

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

Breakthru Advisory Services's SGOV Position: Q2 2026 in Review

Breakthru Advisory Services reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 7.3% in Q2 2026, selling an estimated $144K and leaving 18,280 shares worth $1.84M. The position accounts for 6.18% of the portfolio, ranked #7.

Breakthru Advisory Services first reported a position in SGOV in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.72M in Q4 2024. 1,303 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Breakthru Advisory Services held 18,280 shares of iShares 0-3 Month Treasury Bond ETF worth $1.84M as of Q2 2026.
Breakthru Advisory Services sold 1,430 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $144K.
iShares 0-3 Month Treasury Bond ETF made up 6.18% of Breakthru Advisory Services's portfolio in Q2 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 5 quarters since.
Breakthru Advisory Services's iShares 0-3 Month Treasury Bond ETF position peaked at $2.72M in Q4 2024.
1,303 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Breakthru Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.