Foundations Investment Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Foundations Investment 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	$13.8M	Sell	137,407 -24,194	-15%	-$2.43M	0.14%	146
2026 Q1	$16.3M	Buy	161,601 +71,818	+80%	+$7.22M	0.2%	116
2025 Q4	$9.01M	Buy	89,783 +38,506	+75%	+$3.87M	0.12%	156
2025 Q3	$5.16M	Buy	51,277 +9,840	+24%	+$989K	0.08%	209
2025 Q2	$4.17M	Buy	41,437 +21,183	+105%	+$2.13M	0.07%	224
2025 Q1	$2.04M	Buy	20,254 +6,293	+45%	+$632K	0.04%	291
2024 Q4	$1.4M	Buy	13,961 +10,237	+275%	+$1.03M	0.03%	346
2024 Q3	$375K	Sell	3,724 -7,139	-66%	-$718K	0.01%	583
2024 Q2	$1.09M	Sell	10,863 -63,105	-85%	-$6.34M	0.03%	323
2024 Q1	$7.45M	Sell	73,968 -179,272	-71%	-$18M	0.2%	93
2023 Q4	$25.4M	Buy	253,240 +177,060	+232%	+$17.8M	0.68%	29
2023 Q3	$7.67M	Buy	76,180 +66,923	+723%	+$6.72M	0.24%	81
2023 Q2	$932K	Sell	9,257 -124,479	-93%	-$12.5M	0.03%	273
2023 Q1	$13.5M	Buy	133,736 +364	+0.3%	+$36.5K	0.48%	33
2022 Q4	$13.4M	Buy	133,372 +129,537	+3,378%	+$13M	0.53%	31
2022 Q3	$385K	Buy	3,835 +12	+0.3%	+$1.2K	0.02%	287
2022 Q2	$382K	Buy	+3,823	New	+$382K	0.02%	268

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

Foundations Investment Advisors's SGOV Position: Q2 2026 in Review

Foundations Investment Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 15% in Q2 2026, selling an estimated $2.43M and leaving 137,407 shares worth $13.8M. The position accounts for 0.14% of the portfolio, ranked #146.

Foundations Investment Advisors first reported a position in SGOV in Q2 2022 and has held it in 17 quarters since. The position peaked at $25.4M in Q4 2023. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Foundations Investment Advisors held 137,407 shares of iShares 0-3 Month Treasury Bond ETF worth $13.8M as of Q2 2026.
Foundations Investment Advisors sold 24,194 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.43M.
iShares 0-3 Month Treasury Bond ETF made up 0.14% of Foundations Investment Advisors's portfolio in Q2 2026, its #146 holding.
Foundations Investment Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
Foundations Investment Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $25.4M in Q4 2023.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.