Greenwood Gearhart’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Greenwood Gearhart’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	$627K	Hold	6,225	–	–	0.03%	98
2026 Q1	$627K	Buy	6,225 +125	+2%	+$12.6K	0.03%	85
2025 Q4	$612K	Hold	6,100	–	–	0.03%	78
2025 Q3	$614K	Buy	6,100 +447	+8%	+$44.9K	0.04%	76
2025 Q2	$569K	Hold	5,653	–	–	0.04%	78
2025 Q1	$569K	Buy	5,653 +190	+3%	+$19.1K	0.04%	74
2024 Q4	$548K	Hold	5,463	–	–	0.04%	88
2024 Q3	$550K	Hold	5,463	–	–	0.05%	73
2024 Q2	$550K	Hold	5,463	–	–	0.05%	68
2024 Q1	$550K	Hold	5,463	–	–	0.05%	68
2023 Q4	$548K	Buy	+5,463	New	+$549K	0.06%	64
2023 Q2	–	Sell	-3,790	Closed	-$381K	–	101
2023 Q1	$381K	Hold	3,790	–	–	0.05%	73
2022 Q4	$380K	Buy	+3,790	New	+$380K	0.05%	77

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

Greenwood Gearhart's SGOV Position: Q2 2026 in Review

Greenwood Gearhart held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 6,225 shares worth $627K. The position accounts for 0.03% of the portfolio, ranked #98.

Greenwood Gearhart first reported a position in SGOV in Q4 2022 and has held it in 13 quarters since. 628 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Greenwood Gearhart held 6,225 shares of iShares 0-3 Month Treasury Bond ETF worth $627K as of Q2 2026.
Greenwood Gearhart left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.03% of Greenwood Gearhart's portfolio in Q2 2026, its #98 holding.
Greenwood Gearhart first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 13 quarters since.
628 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.