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

Financial Consulate’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 		$25.2K Buy
+250
New +$25.1K ﹤0.01% 478
2025
Q4 		– Sell
-213
Closed -$21.4K – 1434
2025
Q3 		$21.4K Buy
+213
New +$21.4K ﹤0.01% 435

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
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
PC
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

Financial Consulate's SGOV Position: Q2 2026 in Review

Financial Consulate opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 250 shares worth $25.2K. The stake represents ﹤0.01% of the portfolio and ranks #478 among its holdings. This is a return to the name: Financial Consulate previously reported a position in SGOV as recently as Q3 2025.

Financial Consulate first reported a position in SGOV in Q3 2025 and has held it in 2 quarters since. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Financial Consulate held 250 shares of iShares 0-3 Month Treasury Bond ETF worth $25.2K as of Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Financial Consulate position in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #478 holding.
  • Financial Consulate first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.