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 Q3	$3.46M	Buy	34,355 +30	+0.1%	+$3.02K	0.23%	96
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

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

DWMS

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

First Heartland Consultants's SGOV Position: Q3 2026 in Review

First Heartland Consultants increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.09% in Q3 2026, buying an estimated $3.02K and bringing the position to 34,355 shares worth $3.46M. The position accounts for 0.23% of the portfolio, ranked #96.

First Heartland Consultants first reported a position in SGOV in Q3 2025 and has held it in 5 quarters since. 70 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

First Heartland Consultants held 34,355 shares of iShares 0-3 Month Treasury Bond ETF worth $3.46M as of Q3 2026.
First Heartland Consultants bought 30 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $3.02K.
iShares 0-3 Month Treasury Bond ETF made up 0.23% of First Heartland Consultants's portfolio in Q3 2026, its #96 holding.
First Heartland Consultants first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 5 quarters since.
70 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.