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

Focus Financial Network’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	$1.35M	Buy	13,365 +463	+4%	+$46.5K	0.04%	296
2026 Q1	$1.3M	Sell	12,902 -544	-4%	-$54.7K	0.05%	281
2025 Q4	$1.35M	Buy	13,446 +11,213	+502%	+$1.13M	0.05%	264
2025 Q3	$225K	Buy	+2,233	New	+$225K	0.01%	678
2025 Q2	–	Sell	-2,363	Closed	-$238K	–	728
2025 Q1	$238K	Buy	2,363 +4	+0.2%	+$402	0.01%	610
2024 Q4	$237K	Buy	+2,359	New	+$237K	0.01%	616

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

Focus Financial Network's SGOV Position: Q2 2026 in Review

Focus Financial Network increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3.6% in Q2 2026, buying an estimated $46.5K and bringing the position to 13,365 shares worth $1.35M. The position accounts for 0.04% of the portfolio, ranked #296.

Focus Financial Network first reported a position in SGOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.35M in Q4 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Focus Financial Network held 13,365 shares of iShares 0-3 Month Treasury Bond ETF worth $1.35M as of Q2 2026.
Focus Financial Network bought 463 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $46.5K.
iShares 0-3 Month Treasury Bond ETF made up 0.04% of Focus Financial Network's portfolio in Q2 2026, its #296 holding.
Focus Financial Network first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Focus Financial Network's iShares 0-3 Month Treasury Bond ETF position peaked at $1.35M in Q4 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.