Fortitude Advisory Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Fortitude Advisory Group’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	$853K	Sell	8,473 -2,384	-22%	-$240K	0.33%	65
2026 Q1	$1.09M	Buy	10,857 +315	+3%	+$31.7K	0.49%	40
2025 Q4	$1.06M	Sell	10,542 -10	-0.1%	-$1K	0.45%	38
2025 Q3	$1.06M	Sell	10,552 -170	-2%	-$17.1K	0.57%	31
2025 Q2	$1.08M	Buy	10,722 +90	+0.8%	+$9.05K	0.62%	28
2025 Q1	$1.07M	Buy	+10,632	New	+$1.07M	0.77%	22
2024 Q1	–	Sell	-2,069	Closed	-$207K	–	234
2023 Q4	$207K	Sell	2,069 -500	-19%	-$50.2K	0.13%	190
2023 Q3	$259K	Buy	+2,569	New	+$258K	0.17%	134

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Fortitude Advisory Group's SGOV Position: Q2 2026 in Review

Fortitude Advisory Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 22% in Q2 2026, selling an estimated $240K and leaving 8,473 shares worth $853K. The position accounts for 0.33% of the portfolio, ranked #65.

Fortitude Advisory Group first reported a position in SGOV in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.09M in Q1 2026. 550 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Fortitude Advisory Group held 8,473 shares of iShares 0-3 Month Treasury Bond ETF worth $853K as of Q2 2026.
Fortitude Advisory Group sold 2,384 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $240K.
iShares 0-3 Month Treasury Bond ETF made up 0.33% of Fortitude Advisory Group's portfolio in Q2 2026, its #65 holding.
Fortitude Advisory Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 8 quarters since.
Fortitude Advisory Group's iShares 0-3 Month Treasury Bond ETF position peaked at $1.09M in Q1 2026.
550 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.