GA
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GoalVest Advisory’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

GoalVest Advisory’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 		$141K Sell
1,401
-5,240
-79% -$527K 0.03% 136
2026
Q1 		$668K Buy
6,641
+6,627
+47,336% +$666K 0.13% 94
2025
Q4 		$1.41K Sell
14
-85
-86% -$8.54K ﹤0.01% 498
2025
Q3 		$9.97K Buy
+99
New +$9.96K ﹤0.01% 332

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VWM
Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
OFW
Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

GoalVest Advisory's SGOV Position: Q2 2026 in Review

GoalVest Advisory reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 79% in Q2 2026, selling an estimated $527K and leaving 1,401 shares worth $141K. The position accounts for 0.03% of the portfolio, ranked #136.

GoalVest Advisory first reported a position in SGOV in Q3 2025 and has held it in 4 quarters since. The position peaked at $668K in Q1 2026. 237 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • GoalVest Advisory held 1,401 shares of iShares 0-3 Month Treasury Bond ETF worth $141K as of Q2 2026.
  • GoalVest Advisory sold 5,240 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $527K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.03% of GoalVest Advisory's portfolio in Q2 2026, its #136 holding.
  • GoalVest Advisory first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • GoalVest Advisory's iShares 0-3 Month Treasury Bond ETF position peaked at $668K in Q1 2026.
  • 237 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.