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

Farnam 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
Q1 		$10.6M Sell
105,620
-32,108
-23% -$3.23M 8.75% 2
2025
Q4 		$13.8M Buy
137,728
+5,441
+4% +$547K 10.4% 1
2025
Q3 		$13.3M Sell
132,287
-6,736
-5% -$677K 10.35% 3
2025
Q2 		$14M Sell
139,023
-3,740
-3% -$376K 12.59% 2
2025
Q1 		$14.4M Sell
142,763
-13,932
-9% -$1.4M 14.59% 1
2024
Q4 		$15.7M Buy
156,695
+17,474
+13% +$1.76M 16.43% 1
2024
Q3 		$14M Buy
+139,221
New +$14M 15.39% 1

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Farnam Financial's SGOV Position: Q1 2026 in Review

Farnam Financial reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 23% in Q1 2026, selling an estimated $3.23M and leaving 105,620 shares worth $10.6M. The position accounts for 8.75% of the portfolio, ranked #2.

Farnam Financial first reported a position in SGOV in Q3 2024 and has held it in 7 quarters since. The position peaked at $15.7M in Q4 2024. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Farnam Financial held 105,620 shares of iShares 0-3 Month Treasury Bond ETF worth $10.6M as of Q1 2026.
  • Farnam Financial sold 32,108 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $3.23M.
  • iShares 0-3 Month Treasury Bond ETF made up 8.75% of Farnam Financial's portfolio in Q1 2026, its #2 holding.
  • Farnam Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Farnam Financial's iShares 0-3 Month Treasury Bond ETF position peaked at $15.7M in Q4 2024.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Farnam Financial's 13F filing for Q1 2026, filed 28 Apr 2026.