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

Financial Strategies 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	$8.66M	Buy	86,079 +29,455	+52%	+$2.96M	1.38%	27
2026 Q1	$5.7M	Buy	56,624 +13,221	+30%	+$1.33M	0.95%	30
2025 Q4	$4.36M	Buy	43,403 +3,684	+9%	+$370K	0.79%	30
2025 Q3	$3.99M	Buy	39,719 +9,926	+33%	+$998K	0.76%	32
2025 Q2	$2.99M	Buy	29,793 +2,130	+8%	+$214K	0.62%	32
2025 Q1	$2.78M	Buy	27,663 +10,070	+57%	+$1.01M	0.66%	33
2024 Q4	$1.77M	Buy	17,593 +2,784	+19%	+$280K	0.42%	38
2024 Q3	$1.49M	Sell	14,809 -3,216	-18%	-$323K	0.35%	38
2024 Q2	$1.81M	Buy	18,025 +8,882	+97%	+$893K	0.46%	35
2024 Q1	$918K	Buy	9,143 +2,928	+47%	+$294K	0.25%	43
2023 Q4	$625K	Buy	6,215 +2,638	+74%	+$265K	0.18%	47
2023 Q3	$359K	Buy	+3,577	New	+$359K	0.11%	57

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 Strategies Group's SGOV Position: Q2 2026 in Review

Financial Strategies Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 52% in Q2 2026, buying an estimated $2.96M and bringing the position to 86,079 shares worth $8.66M. The position accounts for 1.38% of the portfolio, ranked #27.

Financial Strategies Group first reported a position in SGOV in Q3 2023 and has held it in 12 quarters since. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Financial Strategies Group held 86,079 shares of iShares 0-3 Month Treasury Bond ETF worth $8.66M as of Q2 2026.
Financial Strategies Group bought 29,455 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.96M.
iShares 0-3 Month Treasury Bond ETF made up 1.38% of Financial Strategies Group's portfolio in Q2 2026, its #27 holding.
Financial Strategies Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Financial Strategies Group's 13F filing for Q2 2026, filed 11 Aug 2026.