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

Fiduciary Financial Group’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	$67.7M	Buy	672,284 +43,506	+7%	+$4.37M	7.67%	1
2026 Q1	$63.3M	Buy	628,778 +59,570	+10%	+$5.99M	8.39%	1
2025 Q4	$57.1M	Buy	569,208 +184,416	+48%	+$18.5M	8.07%	1
2025 Q3	$38.7M	Buy	384,792 +124,083	+48%	+$12.5M	6.12%	3
2025 Q2	$26.2M	Buy	260,709 +79,100	+44%	+$7.95M	4.73%	3
2025 Q1	$18.2M	Sell	181,609 -27,294	-13%	-$2.74M	3.97%	4
2024 Q4	$21M	Buy	208,903 +121,892	+140%	+$12.2M	4.56%	3
2024 Q3	$8.74M	Buy	87,011 +5,001	+6%	+$503K	2.01%	11
2024 Q2	$8.24M	Buy	+82,010	New	+$8.24M	1.99%	11

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

JFA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFIM

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

Fiduciary Financial Group's SGOV Position: Q2 2026 in Review

Fiduciary Financial Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 6.9% in Q2 2026, buying an estimated $4.37M and bringing the position to 672,284 shares worth $67.7M. The position accounts for 7.67% of the portfolio, ranked #1.

Fiduciary Financial Group first reported a position in SGOV in Q2 2024 and has held it in 9 quarters since. 601 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Fiduciary Financial Group held 672,284 shares of iShares 0-3 Month Treasury Bond ETF worth $67.7M as of Q2 2026.
Fiduciary Financial Group bought 43,506 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $4.37M.
iShares 0-3 Month Treasury Bond ETF made up 7.67% of Fiduciary Financial Group's portfolio in Q2 2026, its #1 holding.
Fiduciary Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
601 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.