Founders Financial Securities’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Founders Financial Securities’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	$8.35M	Sell	82,963 -35,978	-30%	-$3.62M	0.43%	46
2026 Q1	$11.9M	Buy	118,941 +40,953	+53%	+$4.12M	0.67%	31
2025 Q4	$7.83M	Buy	77,988 +11,439	+17%	+$1.15M	0.46%	46
2025 Q3	$6.7M	Buy	66,549 +15,017	+29%	+$1.51M	0.46%	45
2025 Q2	$5.19M	Buy	51,532 +11,702	+29%	+$1.18M	0.39%	61
2025 Q1	$4.01M	Sell	39,830 -18,381	-32%	-$1.85M	0.34%	66
2024 Q4	$5.84M	Sell	58,211 -477	-0.8%	-$47.9K	0.53%	41
2024 Q3	$5.91M	Sell	58,688 -360	-0.6%	-$36.2K	0.55%	40
2024 Q2	$5.95M	Buy	59,048 +457	+0.8%	+$45.9K	0.56%	41
2024 Q1	$5.9M	Buy	58,591 +7,825	+15%	+$786K	0.62%	41
2023 Q4	$5.09M	Sell	50,766 -7,983	-14%	-$802K	0.56%	40
2023 Q3	$5.91M	Buy	+58,749	New	+$5.9M	0.77%	33
2023 Q1	–	Sell	-76,928	Closed	-$7.7M	–	333
2022 Q4	$7.7M	Buy	76,928 +1,700	+2%	+$170K	1.21%	16
2022 Q3	$7.54M	Buy	75,228 +18,667	+33%	+$1.87M	1.33%	13
2022 Q2	$5.66M	Buy	+56,561	New	+$5.66M	1.11%	19

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

Founders Financial Securities's SGOV Position: Q2 2026 in Review

Founders Financial Securities reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 30% in Q2 2026, selling an estimated $3.62M and leaving 82,963 shares worth $8.35M. The position accounts for 0.43% of the portfolio, ranked #46.

Founders Financial Securities first reported a position in SGOV in Q2 2022 and has held it in 15 quarters since. The position peaked at $11.9M in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Founders Financial Securities held 82,963 shares of iShares 0-3 Month Treasury Bond ETF worth $8.35M as of Q2 2026.
Founders Financial Securities sold 35,978 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $3.62M.
iShares 0-3 Month Treasury Bond ETF made up 0.43% of Founders Financial Securities's portfolio in Q2 2026, its #46 holding.
Founders Financial Securities first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 15 quarters since.
Founders Financial Securities's iShares 0-3 Month Treasury Bond ETF position peaked at $11.9M in Q1 2026.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.