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

Farrow 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	$6.3M	Sell	62,624 -17,742	-22%	-$1.78M	3.37%	8
2026 Q1	$8.09M	Sell	80,366 -7,944	-9%	-$799K	4.59%	5
2025 Q4	$8.86M	Buy	88,310 +5,296	+6%	+$532K	5.09%	5
2025 Q3	$8.36M	Sell	83,014 -3,580	-4%	-$360K	4.85%	6
2025 Q2	$8.72M	Buy	86,594 +9,200	+12%	+$925K	5.29%	5
2025 Q1	$7.79M	Buy	77,394 +48,142	+165%	+$4.84M	5.24%	6
2024 Q4	$2.93M	Buy	29,252 +26,552	+983%	+$2.67M	1.9%	16
2024 Q3	$272K	Buy	+2,700	New	+$271K	0.17%	47

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

Farrow Financial's SGOV Position: Q2 2026 in Review

Farrow Financial reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 22% in Q2 2026, selling an estimated $1.78M and leaving 62,624 shares worth $6.3M. The position accounts for 3.37% of the portfolio, ranked #8.

Farrow Financial first reported a position in SGOV in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.86M in Q4 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Farrow Financial held 62,624 shares of iShares 0-3 Month Treasury Bond ETF worth $6.3M as of Q2 2026.
Farrow Financial sold 17,742 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.78M.
iShares 0-3 Month Treasury Bond ETF made up 3.37% of Farrow Financial's portfolio in Q2 2026, its #8 holding.
Farrow Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Farrow Financial's iShares 0-3 Month Treasury Bond ETF position peaked at $8.86M in Q4 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Farrow Financial's 13F filing for Q2 2026, filed 4 Aug 2026.