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

Exeter Financial’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	–	Sell	-2,261	Closed	-$228K	–	105
2026 Q2	$228K	Buy	2,261 +20	+0.9%	+$2.01K	0.09%	96
2026 Q1	$226K	Buy	2,241 +48	+2%	+$4.83K	0.09%	94
2025 Q4	$220K	Hold	2,193	–	–	0.09%	91
2025 Q3	$221K	Hold	2,193	–	–	0.1%	89
2025 Q2	$221K	Buy	2,193 +29	+1%	+$2.92K	0.1%	88
2025 Q1	$218K	Sell	2,164 -2	-0.1%	-$201	0.1%	89
2024 Q4	$217K	Hold	2,166	–	–	0.1%	90
2024 Q3	$218K	Buy	+2,166	New	+$218K	0.1%	88

Other funds holding SGOV

CIM

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

FFA

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

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

DWMS

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Exeter Financial's SGOV Position: Q3 2026 in Review

Exeter Financial sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026, closing a stake of 2,261 shares — an estimated $228K sold.

Exeter Financial first reported a position in SGOV in Q3 2024 and held it in 8 quarters. The position peaked at $228K in Q2 2026. 70 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Exeter Financial reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
Exeter Financial sold 2,261 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $228K.
Exeter Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and held it in 8 quarters.
Exeter Financial's iShares 0-3 Month Treasury Bond ETF position peaked at $228K in Q2 2026.
70 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Exeter Financial's 13F filing for Q3 2026, filed 8 Oct 2026.