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SGOV icon

Harper Investing’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Harper Investing’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 		$3.67M Buy
36,407
+12,960
+55% +$1.3M 1.24% 26
2026
Q1 		$2.36M Sell
23,447
-12,995
-36% -$1.31M 1.03% 30
2025
Q4 		$3.66M Sell
36,442
-9,592
-21% -$964K 1.57% 23
2025
Q3 		$4.64M Sell
46,034
-1,871
-4% -$188K 2.21% 15
2025
Q2 		$4.82M Buy
47,905
+29,106
+155% +$2.93M 2.7% 11
2025
Q1 		$1.89M Sell
18,799
-524
-3% -$52.7K 1.25% 20
2024
Q4 		$1.94M Sell
19,323
-18,201
-49% -$1.83M 1.43% 19
2024
Q3 		$3.78M Buy
37,524
+1,188
+3% +$119K 2.48% 11
2024
Q2 		$3.66M Sell
36,336
-404,594
-92% -$40.7M 3.6% 7
2024
Q1 		$44.4M Sell
440,930
-390,505
-47% -$39.2M 52.21% 1
2023
Q4 		$83.4M Buy
831,435
+57,365
+7% +$5.76M 88.82% 1
2023
Q3 		$77.9M Sell
774,070
-12,582
-2% -$1.26M 89.35% 1
2023
Q2 		$79.2M Buy
786,652
+138,381
+21% +$13.9M 91.35% 1
2023
Q1 		$65.2M Buy
648,271
+270,529
+72% +$27.1M 81% 1
2022
Q4 		$37.8M Buy
+377,742
New +$37.8M 46.69% 1

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
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 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

Harper Investing's SGOV Position: Q2 2026 in Review

Harper Investing increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 55% in Q2 2026, buying an estimated $1.3M and bringing the position to 36,407 shares worth $3.67M. The position accounts for 1.24% of the portfolio, ranked #26.

Harper Investing first reported a position in SGOV in Q4 2022 and has held it in 15 quarters since. The position peaked at $83.4M in Q4 2023. 395 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Harper Investing held 36,407 shares of iShares 0-3 Month Treasury Bond ETF worth $3.67M as of Q2 2026.
  • Harper Investing bought 12,960 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.3M.
  • iShares 0-3 Month Treasury Bond ETF made up 1.24% of Harper Investing's portfolio in Q2 2026, its #26 holding.
  • Harper Investing first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Harper Investing's iShares 0-3 Month Treasury Bond ETF position peaked at $83.4M in Q4 2023.
  • 395 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Harper Investing's 13F filing for Q2 2026, filed 22 Jul 2026.