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Fiduciary Alliance’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Fiduciary Alliance’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 		$7.4M Sell
73,514
-47,361
-39% -$4.76M 0.5% 50
2026
Q1 		$12.2M Buy
120,875
+91,133
+306% +$9.16M 0.73% 28
2025
Q4 		$2.99M Buy
29,742
+13,865
+87% +$1.39M 0.2% 124
2025
Q3 		$1.6M Sell
15,877
-9,515
-37% -$957K 0.11% 180
2025
Q2 		$2.56M Buy
25,392
+21,034
+483% +$2.11M 0.19% 119
2025
Q1 		$439K Buy
+4,358
New +$438K 0.04% 273
2024
Q4 		– Sell
-15,799
Closed -$1.59M – 363
2024
Q3 		$1.59M Buy
+15,799
New +$1.59M 0.21% 91

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
OFW
Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Fiduciary Alliance's SGOV Position: Q2 2026 in Review

Fiduciary Alliance reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 39% in Q2 2026, selling an estimated $4.76M and leaving 73,514 shares worth $7.4M. The position accounts for 0.5% of the portfolio, ranked #50.

Fiduciary Alliance first reported a position in SGOV in Q3 2024 and has held it in 7 quarters since. The position peaked at $12.2M in Q1 2026. 242 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Fiduciary Alliance held 73,514 shares of iShares 0-3 Month Treasury Bond ETF worth $7.4M as of Q2 2026.
  • Fiduciary Alliance sold 47,361 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $4.76M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.5% of Fiduciary Alliance's portfolio in Q2 2026, its #50 holding.
  • Fiduciary Alliance first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Fiduciary Alliance's iShares 0-3 Month Treasury Bond ETF position peaked at $12.2M in Q1 2026.
  • 242 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.