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

Heritage Oak 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	$6.41M	Sell	63,706 -8,268	-11%	-$831K	1.89%	7
2026 Q1	$7.24M	Buy	71,974 +48,397	+205%	+$4.86M	2.3%	7
2025 Q4	$2.37M	Sell	23,577 -142	-0.6%	-$14.3K	0.87%	18
2025 Q3	$2.39M	Sell	23,719 -560	-2%	-$56.3K	0.87%	21
2025 Q2	$2.44M	Sell	24,279 -16,925	-41%	-$1.7M	0.94%	20
2025 Q1	$4.15M	Sell	41,204 -106,954	-72%	-$10.7M	1.82%	10
2024 Q4	$14.9M	Buy	148,158 +140,938	+1,952%	+$14.2M	6.98%	4
2024 Q3	$727K	Sell	7,220 -7,557	-51%	-$760K	0.34%	50
2024 Q2	$1.49M	Buy	+14,777	New	+$1.49M	0.75%	26

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

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

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

Heritage Oak Wealth Advisors's SGOV Position: Q2 2026 in Review

Heritage Oak Wealth Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 11% in Q2 2026, selling an estimated $831K and leaving 63,706 shares worth $6.41M. The position accounts for 1.89% of the portfolio, ranked #7.

Heritage Oak Wealth Advisors first reported a position in SGOV in Q2 2024 and has held it in 9 quarters since. The position peaked at $14.9M in Q4 2024. 437 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Heritage Oak Wealth Advisors held 63,706 shares of iShares 0-3 Month Treasury Bond ETF worth $6.41M as of Q2 2026.
Heritage Oak Wealth Advisors sold 8,268 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $831K.
iShares 0-3 Month Treasury Bond ETF made up 1.89% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #7 holding.
Heritage Oak Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Heritage Oak Wealth Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $14.9M in Q4 2024.
437 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.