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

Commonwealth Financial 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	$6.25M	Buy	62,122 +40,342	+185%	+$4.06M	0.84%	26
2026 Q1	$2.19M	Buy	21,780 +10,997	+102%	+$1.11M	0.35%	52
2025 Q4	$1.08M	Sell	10,783 -5,478	-34%	-$551K	0.18%	77
2025 Q3	$1.64M	Buy	16,261 +7,803	+92%	+$785K	0.28%	59
2025 Q2	$852K	Sell	8,458 -10,096	-54%	-$1.01M	0.16%	79
2025 Q1	$1.87M	Sell	18,554 -2,914	-14%	-$293K	0.38%	52
2024 Q4	$2.15M	Sell	21,468 -47,990	-69%	-$4.82M	0.42%	47
2024 Q3	$6.97M	Buy	69,458 +48,220	+227%	+$4.85M	1.38%	23
2024 Q2	$2.13M	Buy	+21,238	New	+$2.13M	0.44%	42

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

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

VWM

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

PSP Research Newtown Square, Pennsylvania $188M AUM

OFW

Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Commonwealth Financial Services's SGOV Position: Q2 2026 in Review

Commonwealth Financial Services increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 185% in Q2 2026, buying an estimated $4.06M and bringing the position to 62,122 shares worth $6.25M. The position accounts for 0.84% of the portfolio, ranked #26.

Commonwealth Financial Services first reported a position in SGOV in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.97M in Q3 2024. 237 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Commonwealth Financial Services held 62,122 shares of iShares 0-3 Month Treasury Bond ETF worth $6.25M as of Q2 2026.
Commonwealth Financial Services bought 40,342 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $4.06M.
iShares 0-3 Month Treasury Bond ETF made up 0.84% of Commonwealth Financial Services's portfolio in Q2 2026, its #26 holding.
Commonwealth Financial Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Commonwealth Financial Services's iShares 0-3 Month Treasury Bond ETF position peaked at $6.97M in Q3 2024.
237 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.