Burney Company’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Burney Company’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	$967K	Buy	+9,610	New	+$966K	0.03%	355

Other funds holding SGOV

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

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

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Burney Company's SGOV Position: Q2 2026 in Review

Burney Company opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 9,610 shares worth $967K. The stake represents 0.03% of the portfolio and ranks #355 among its holdings.

351 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Burney Company held 9,610 shares of iShares 0-3 Month Treasury Bond ETF worth $967K as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new Burney Company position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.03% of Burney Company's portfolio in Q2 2026, its #355 holding.
351 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.