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Flagship Private Wealth’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Flagship Private Wealth’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 		$8.44M Buy
83,827
+1,394
+2% +$140K 2.98% 11
2026
Q1 		$8.3M Sell
82,433
-12,899
-14% -$1.3M 3.37% 7
2025
Q4 		$9.57M Sell
95,332
-24,299
-20% -$2.44M 3.76% 7
2025
Q3 		$12M Sell
119,631
-51,207
-30% -$5.15M 4.84% 4
2025
Q2 		$17.2M Buy
170,838
+62,685
+58% +$6.3M 7.31% 2
2025
Q1 		$10.9M Buy
108,153
+16,487
+18% +$1.66M 5.18% 5
2024
Q4 		$9.2M Buy
91,666
+50,150
+121% +$5.04M 4.43% 6
2024
Q3 		$4.18M Sell
41,516
-45,206
-52% -$4.54M 2.15% 14
2024
Q2 		$8.73M Buy
86,722
+73,521
+557% +$7.39M 5.17% 5
2024
Q1 		$1.33M Buy
+13,201
New +$1.33M 0.86% 23

Other funds holding SGOV

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 22.94% 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
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Flagship Private Wealth's SGOV Position: Q2 2026 in Review

Flagship Private Wealth increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.7% in Q2 2026, buying an estimated $140K and bringing the position to 83,827 shares worth $8.44M. The position accounts for 2.98% of the portfolio, ranked #11.

Flagship Private Wealth first reported a position in SGOV in Q1 2024 and has held it in 10 quarters since. The position peaked at $17.2M in Q2 2025. 699 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Flagship Private Wealth held 83,827 shares of iShares 0-3 Month Treasury Bond ETF worth $8.44M as of Q2 2026.
  • Flagship Private Wealth bought 1,394 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $140K.
  • iShares 0-3 Month Treasury Bond ETF made up 2.98% of Flagship Private Wealth's portfolio in Q2 2026, its #11 holding.
  • Flagship Private Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Flagship Private Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $17.2M in Q2 2025.
  • 699 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Flagship Private Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.