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Heartwood Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Heartwood Wealth Advisors’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
Q3 		$1.58M Buy
15,647
+11,119
+246% +$1.12M 0.12% 80
2026
Q2 		$456K Buy
+4,528
New +$455K 0.04% 146

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Heartwood Wealth Advisors's SGOV Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 246% in Q3 2026, buying an estimated $1.12M and bringing the position to 15,647 shares worth $1.58M. The position accounts for 0.12% of the portfolio, ranked #80.

Heartwood Wealth Advisors first reported a position in SGOV in Q2 2026 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Heartwood Wealth Advisors held 15,647 shares of iShares 0-3 Month Treasury Bond ETF worth $1.58M as of Q3 2026.
  • Heartwood Wealth Advisors bought 11,119 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $1.12M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.12% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #80 holding.
  • Heartwood Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.