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Heritage Wealth Management (California)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Heritage Wealth Management (California)’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 		$12.6M Sell
125,255
-20,414
-14% -$2.05M 4.79% 5
2026
Q1 		$14.7M Buy
145,669
+94,260
+183% +$9.48M 8.09% 2
2025
Q4 		$5.16M Buy
51,409
+10,537
+26% +$1.06M 3.28% 7
2025
Q3 		$4.12M Buy
+40,872
New +$4.11M 2.76% 9

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Heritage Wealth Management (California)'s SGOV Position: Q2 2026 in Review

Heritage Wealth Management (California) reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 14% in Q2 2026, selling an estimated $2.05M and leaving 125,255 shares worth $12.6M. The position accounts for 4.79% of the portfolio, ranked #5.

Heritage Wealth Management (California) first reported a position in SGOV in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.7M in Q1 2026. 628 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Heritage Wealth Management (California) held 125,255 shares of iShares 0-3 Month Treasury Bond ETF worth $12.6M as of Q2 2026.
  • Heritage Wealth Management (California) sold 20,414 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.05M.
  • iShares 0-3 Month Treasury Bond ETF made up 4.79% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #5 holding.
  • Heritage Wealth Management (California) first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Heritage Wealth Management (California)'s iShares 0-3 Month Treasury Bond ETF position peaked at $14.7M in Q1 2026.
  • 628 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.