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

Florida Financial Advisors’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	$1.82M	Buy	18,031 +3,673	+26%	+$369K	0.31%	91
2026 Q1	$1.45M	Buy	+14,358	New	+$1.44M	0.35%	83
2025 Q3	–	Sell	-8,834	Closed	-$890K	–	291
2025 Q2	$890K	Buy	+8,834	New	+$888K	0.3%	79

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

Florida Financial Advisors's SGOV Position: Q2 2026 in Review

Florida Financial Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 26% in Q2 2026, buying an estimated $369K and bringing the position to 18,031 shares worth $1.82M. The position accounts for 0.31% of the portfolio, ranked #91.

Florida Financial Advisors first reported a position in SGOV in Q2 2025 and has held it in 3 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Florida Financial Advisors held 18,031 shares of iShares 0-3 Month Treasury Bond ETF worth $1.82M as of Q2 2026.
Florida Financial Advisors bought 3,673 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $369K.
iShares 0-3 Month Treasury Bond ETF made up 0.31% of Florida Financial Advisors's portfolio in Q2 2026, its #91 holding.
Florida Financial Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 3 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.