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

Friedenthal Financial’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	$2.07M	Sell	20,609 -41,131	-67%	-$4.14M	0.96%	26
2026 Q1	$6.21M	Buy	+61,740	New	+$6.21M	3.12%	4
2025 Q2	–	Sell	-2,735	Closed	-$275K	–	308
2025 Q1	$275K	Sell	2,735 -44,690	-94%	-$4.49M	0.16%	97
2024 Q4	$4.76M	Buy	47,425 +43,947	+1,264%	+$4.41M	2.78%	7
2024 Q3	$350K	Sell	3,478 -1,001	-22%	-$101K	0.21%	97
2024 Q2	$451K	Sell	4,479 -1,034	-19%	-$104K	0.28%	92
2024 Q1	$555K	Sell	5,513 -11,488	-68%	-$1.15M	0.34%	88
2023 Q4	$1.7M	Buy	+17,001	New	+$1.71M	1.11%	20

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

Friedenthal Financial's SGOV Position: Q2 2026 in Review

Friedenthal Financial reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 67% in Q2 2026, selling an estimated $4.14M and leaving 20,609 shares worth $2.07M. The position accounts for 0.96% of the portfolio, ranked #26.

Friedenthal Financial first reported a position in SGOV in Q4 2023 and has held it in 8 quarters since. The position peaked at $6.21M in Q1 2026. 591 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Friedenthal Financial held 20,609 shares of iShares 0-3 Month Treasury Bond ETF worth $2.07M as of Q2 2026.
Friedenthal Financial sold 41,131 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $4.14M.
iShares 0-3 Month Treasury Bond ETF made up 0.96% of Friedenthal Financial's portfolio in Q2 2026, its #26 holding.
Friedenthal Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 8 quarters since.
Friedenthal Financial's iShares 0-3 Month Treasury Bond ETF position peaked at $6.21M in Q1 2026.
591 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Friedenthal Financial's 13F filing for Q2 2026, filed 13 Jul 2026.