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

Financial Management Professionals’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	$85K	Buy	844 +94	+13%	+$9.45K	0.01%	237
2026 Q1	$75.5K	Sell	750 -606	-45%	-$60.9K	0.01%	223
2025 Q4	$136K	Buy	1,356 +606	+81%	+$60.9K	0.01%	179
2025 Q3	$75.5K	Hold	750	–	–	0.01%	220
2025 Q2	$75.5K	Hold	750	–	–	0.01%	212
2025 Q1	$75.5K	Hold	750	–	–	0.01%	209
2024 Q4	$75.2K	Hold	750	–	–	0.01%	216
2024 Q3	$76K	Hold	750	–	–	0.01%	215
2024 Q2	$76K	Sell	750 -124	-14%	-$12.5K	0.01%	217
2024 Q1	$88K	Buy	874 +124	+17%	+$12.5K	0.01%	211
2023 Q4	$75K	Hold	750	–	–	0.01%	211
2023 Q3	$76K	Sell	750 -147	-16%	-$14.8K	0.01%	200
2023 Q2	$90K	Buy	897 +2	+0.2%	+$201	0.02%	197
2023 Q1	$90K	Buy	+895	New	+$89.8K	0.02%	214

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Management Professionals's SGOV Position: Q2 2026 in Review

Financial Management Professionals increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 13% in Q2 2026, buying an estimated $9.45K and bringing the position to 844 shares worth $85K. The position accounts for 0.01% of the portfolio, ranked #237.

Financial Management Professionals first reported a position in SGOV in Q1 2023 and has held it in 14 quarters since. The position peaked at $136K in Q4 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Financial Management Professionals held 844 shares of iShares 0-3 Month Treasury Bond ETF worth $85K as of Q2 2026.
Financial Management Professionals bought 94 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $9.45K.
iShares 0-3 Month Treasury Bond ETF made up 0.01% of Financial Management Professionals's portfolio in Q2 2026, its #237 holding.
Financial Management Professionals first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
Financial Management Professionals's iShares 0-3 Month Treasury Bond ETF position peaked at $136K in Q4 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.