F/M Investments’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

F/M Investments’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	$9.02M	Buy	+89,562	New	+$9M	0.46%	48

Other funds holding SGOV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

F/M Investments's SGOV Position: Q2 2026 in Review

F/M Investments opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 89,562 shares worth $9.02M. The stake represents 0.46% of the portfolio and ranks #48 among its holdings.

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

F/M Investments held 89,562 shares of iShares 0-3 Month Treasury Bond ETF worth $9.02M as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new F/M Investments position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.46% of F/M Investments's portfolio in Q2 2026, its #48 holding.
864 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.