Fortis Group Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Fortis Group 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	$6.21M	Buy	61,710 +7,018	+13%	+$706K	0.99%	23
2026 Q1	$5.51M	Buy	54,692 +7,974	+17%	+$802K	0.91%	25
2025 Q4	$4.7M	Sell	46,718 -8,696	-16%	-$874K	0.79%	26
2025 Q3	$5.58M	Sell	55,414 -5,721	-9%	-$575K	0.96%	23
2025 Q2	$6.16M	Sell	61,135 -12,689	-17%	-$1.28M	1.12%	18
2025 Q1	$7.43M	Sell	73,824 -12,592	-15%	-$1.27M	1.44%	15
2024 Q4	$8.67M	Sell	86,416 -8,524	-9%	-$856K	1.61%	14
2024 Q3	$9.56M	Sell	94,940 -839	-0.9%	-$84.3K	1.77%	14
2024 Q2	$9.65M	Sell	95,779 -4,310	-4%	-$433K	1.92%	15
2024 Q1	$10.1M	Sell	100,089 -56,741	-36%	-$5.7M	1.86%	13
2023 Q4	$15.8M	Hold	156,830	–	–	3.91%	5
2023 Q3	$15.8M	Sell	156,830 -11,214	-7%	-$1.13M	4.83%	4
2023 Q2	$16.9M	Buy	168,044 +6,582	+4%	+$661K	4.49%	3
2023 Q1	$16.2M	Buy	+161,462	New	+$16.2M	4.9%	3

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

Fortis Group Advisors's SGOV Position: Q2 2026 in Review

Fortis Group Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 13% in Q2 2026, buying an estimated $706K and bringing the position to 61,710 shares worth $6.21M. The position accounts for 0.99% of the portfolio, ranked #23.

Fortis Group Advisors first reported a position in SGOV in Q1 2023 and has held it in 14 quarters since. The position peaked at $16.9M in Q2 2023. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Fortis Group Advisors held 61,710 shares of iShares 0-3 Month Treasury Bond ETF worth $6.21M as of Q2 2026.
Fortis Group Advisors bought 7,018 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $706K.
iShares 0-3 Month Treasury Bond ETF made up 0.99% of Fortis Group Advisors's portfolio in Q2 2026, its #23 holding.
Fortis Group Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
Fortis Group Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $16.9M in Q2 2023.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.