Farther Finance Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Farther Finance Advisors’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	$157M	Buy	1,561,558 +149,183	+11%	+$15M	1.23%	8
2026 Q1	$142M	Buy	1,412,375 +359,190	+34%	+$36.1M	1.34%	7
2025 Q4	$106M	Buy	1,053,185 +85,167	+9%	+$8.56M	1.13%	9
2025 Q3	$97.5M	Buy	968,018 +337,037	+53%	+$33.9M	1.47%	8
2025 Q2	$63.5M	Buy	630,981 +84,653	+15%	+$8.51M	1.27%	9
2025 Q1	$54.8M	Buy	546,328 +370,530	+211%	+$37.2M	1.4%	9
2024 Q4	$17.6M	Buy	175,798 +146,857	+507%	+$14.8M	0.64%	25
2024 Q3	$2.91M	Buy	28,941 +3,664	+14%	+$368K	0.11%	155
2024 Q2	$2.54M	Buy	25,277 +10,301	+69%	+$1.04M	0.12%	132
2024 Q1	$1.5M	Buy	14,976 +2,539	+20%	+$255K	0.09%	187
2023 Q4	$1.25M	Buy	12,437 +7,407	+147%	+$744K	0.09%	204
2023 Q3	$506K	Buy	5,030 +168	+3%	+$16.9K	0.08%	205
2023 Q2	$489K	Buy	4,862 +473	+11%	+$47.5K	0.11%	164
2023 Q1	$441K	Sell	4,389 -276	-6%	-$27.7K	0.13%	151
2022 Q4	$467K	Buy	+4,665	New	+$467K	0.18%	114

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

VWM

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

Farther Finance Advisors's SGOV Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 11% in Q2 2026, buying an estimated $15M and bringing the position to 1,561,558 shares worth $157M. The position accounts for 1.23% of the portfolio, ranked #8.

Farther Finance Advisors first reported a position in SGOV in Q4 2022 and has held it in 15 quarters since. 391 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Farther Finance Advisors held 1,561,558 shares of iShares 0-3 Month Treasury Bond ETF worth $157M as of Q2 2026.
Farther Finance Advisors bought 149,183 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $15M.
iShares 0-3 Month Treasury Bond ETF made up 1.23% of Farther Finance Advisors's portfolio in Q2 2026, its #8 holding.
Farther Finance Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
391 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.