First Heartland Consultants’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

First Heartland Consultants’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	$3.46M	Buy	34,325 +23,973	+232%	+$2.41M	0.22%	103
2026 Q1	$1.04M	Buy	10,352 +4,677	+82%	+$470K	0.08%	183
2025 Q4	$570K	Buy	5,675 +2,943	+108%	+$296K	0.04%	272
2025 Q3	$275K	Buy	+2,732	New	+$275K	0.02%	422

Other funds holding SGOV

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 Chicago, Illinois $424B AUM 22.96% 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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

First Heartland Consultants's SGOV Position: Q2 2026 in Review

First Heartland Consultants increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 232% in Q2 2026, buying an estimated $2.41M and bringing the position to 34,325 shares worth $3.46M. The position accounts for 0.22% of the portfolio, ranked #103.

First Heartland Consultants first reported a position in SGOV in Q3 2025 and has held it in 4 quarters since. 864 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

First Heartland Consultants held 34,325 shares of iShares 0-3 Month Treasury Bond ETF worth $3.46M as of Q2 2026.
First Heartland Consultants bought 23,973 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.41M.
iShares 0-3 Month Treasury Bond ETF made up 0.22% of First Heartland Consultants's portfolio in Q2 2026, its #103 holding.
First Heartland Consultants first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
864 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.