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 Q2	$456K	Buy	+4,528	New	+$455K	0.04%	146

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Heartwood Wealth Advisors's SGOV Position: Q2 2026 in Review

Heartwood Wealth Advisors opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 4,528 shares worth $456K. The stake represents 0.04% of the portfolio and ranks #146 among its holdings.

1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Heartwood Wealth Advisors held 4,528 shares of iShares 0-3 Month Treasury Bond ETF worth $456K as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new Heartwood Wealth Advisors position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.04% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #146 holding.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.