Harbor Investment Advisory’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Harbor Investment 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	$564K	Hold	5,605	–	–	0.04%	281
2026 Q1	$564K	Hold	5,605	–	–	0.04%	266
2025 Q4	$563K	Buy	5,605 +4,006	+251%	+$403K	0.04%	267
2025 Q3	$161K	Hold	1,599	–	–	0.01%	418
2025 Q2	$161K	Sell	1,599 -47	-3%	-$4.72K	0.01%	408
2025 Q1	$166K	Buy	1,646 +1,642	+41,050%	+$165K	0.02%	392
2024 Q4	$401	Sell	4 -65	-94%	-$6.53K	﹤0.01%	1119
2024 Q3	$6.95K	Buy	69 +32	+86%	+$3.22K	﹤0.01%	938
2024 Q2	$3.73K	Sell	37 -1	-3%	-$101	﹤0.01%	1004
2024 Q1	$3.83K	Hold	38	–	–	﹤0.01%	1013
2023 Q4	$3.81K	Hold	38	–	–	﹤0.01%	976
2023 Q3	$3.83K	Hold	38	–	–	﹤0.01%	956
2023 Q2	$3.82K	Buy	+38	New	+$3.82K	﹤0.01%	1159
2022 Q4	–	Sell	-3	Closed	–	–	1371
2022 Q3	$0	Sell	3 -2	-40%	-$200	﹤0.01%	1391
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	1313
2022 Q1	$1K	Buy	+5	New	+$500	﹤0.01%	1310

Other funds holding SGOV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Harbor Investment Advisory's SGOV Position: Q2 2026 in Review

Harbor Investment Advisory held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 5,605 shares worth $564K. The position accounts for 0.04% of the portfolio, ranked #281.

Harbor Investment Advisory first reported a position in SGOV in Q1 2022 and has held it in 16 quarters since. 864 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Harbor Investment Advisory held 5,605 shares of iShares 0-3 Month Treasury Bond ETF worth $564K as of Q2 2026.
Harbor Investment Advisory left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.04% of Harbor Investment Advisory's portfolio in Q2 2026, its #281 holding.
Harbor Investment Advisory first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and has held it in 16 quarters since.
864 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.