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

Finley Financial’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 		$2.74M Buy
27,174
+4,055
+18% +$408K 1.1% 17
2026
Q1 		$2.33M Buy
23,119
+5,955
+35% +$599K 1.09% 18
2025
Q4 		$1.72M Buy
17,164
+10,855
+172% +$1.09M 0.79% 23
2025
Q3 		$635K Buy
6,309
+39
+0.6% +$3.92K 0.29% 42
2025
Q2 		$631K Buy
+6,270
New +$630K 0.32% 41

Other funds holding SGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Finley Financial's SGOV Position: Q2 2026 in Review

Finley Financial increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 18% in Q2 2026, buying an estimated $408K and bringing the position to 27,174 shares worth $2.74M. The position accounts for 1.1% of the portfolio, ranked #17.

Finley Financial first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. 864 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Finley Financial held 27,174 shares of iShares 0-3 Month Treasury Bond ETF worth $2.74M as of Q2 2026.
  • Finley Financial bought 4,055 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $408K.
  • iShares 0-3 Month Treasury Bond ETF made up 1.1% of Finley Financial's portfolio in Q2 2026, its #17 holding.
  • Finley Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 864 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.