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

Financial Guidance 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	$1.42M	Buy	14,088 +5,649	+67%	+$568K	0.53%	39
2026 Q1	$849K	Buy	8,439 +6	+0.1%	+$603	0.34%	48
2025 Q4	$847K	Buy	8,433 +5,983	+244%	+$601K	0.35%	49
2025 Q3	$247K	Hold	2,450	–	–	0.11%	78
2025 Q2	$247K	Buy	+2,450	New	+$246K	0.12%	77

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

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

Financial Guidance Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 67% in Q2 2026, buying an estimated $568K and bringing the position to 14,088 shares worth $1.42M. The position accounts for 0.53% of the portfolio, ranked #39.

Financial Guidance Group first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. 628 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Financial Guidance Group held 14,088 shares of iShares 0-3 Month Treasury Bond ETF worth $1.42M as of Q2 2026.
Financial Guidance Group bought 5,649 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $568K.
iShares 0-3 Month Treasury Bond ETF made up 0.53% of Financial Guidance Group's portfolio in Q2 2026, its #39 holding.
Financial Guidance Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
628 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.