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 Q2	$10M	Sell	99,403 -6,217	-6%	-$625K	7.3%	3
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Farnam Financial's SGOV Position: Q2 2026 in Review

Farnam Financial reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 5.9% in Q2 2026, selling an estimated $625K and leaving 99,403 shares worth $10M. The position accounts for 7.3% of the portfolio, ranked #3.

Farnam Financial first reported a position in SGOV in Q3 2024 and has held it in 8 quarters since. The position peaked at $15.7M in Q4 2024. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Farnam Financial held 99,403 shares of iShares 0-3 Month Treasury Bond ETF worth $10M as of Q2 2026.
Farnam Financial sold 6,217 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $625K.
iShares 0-3 Month Treasury Bond ETF made up 7.3% of Farnam Financial's portfolio in Q2 2026, its #3 holding.
Farnam Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Farnam Financial's iShares 0-3 Month Treasury Bond ETF position peaked at $15.7M in Q4 2024.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Farnam Financial's 13F filing for Q2 2026, filed 22 Jul 2026.