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

Heritage Wealth Management (Texas)’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	$8.98M	Buy	89,205 +5,425	+6%	+$545K	3.46%	9
2026 Q1	$8.43M	Buy	83,780 +832	+1%	+$83.6K	3.6%	8
2025 Q4	$8.33M	Buy	82,948 +6,163	+8%	+$619K	3.61%	8
2025 Q3	$7.73M	Buy	76,785 +5,430	+8%	+$546K	3.41%	8
2025 Q2	$7.19M	Buy	71,355 +6,558	+10%	+$659K	3.57%	8
2025 Q1	$6.52M	Buy	64,797 +4,599	+8%	+$462K	3.78%	8
2024 Q4	$6.04M	Sell	60,198 -2,671	-4%	-$268K	3.55%	7
2024 Q3	$6.33M	Sell	62,869 -817	-1%	-$82.1K	3.67%	7
2024 Q2	$6.41M	Buy	63,686 +14,137	+29%	+$1.42M	4%	7
2024 Q1	$4.99M	Buy	49,549 +3,670	+8%	+$369K	3.24%	7
2023 Q4	$4.6M	Buy	45,879 +42,161	+1,134%	+$4.23M	3.24%	7
2023 Q3	$374K	Buy	+3,718	New	+$373K	0.34%	21
2023 Q2	–	Sell	-3,541	Closed	-$356K	–	26
2023 Q1	$356K	Sell	3,541 -4,001	-53%	-$401K	0.34%	18
2022 Q4	$755K	Buy	+7,542	New	+$756K	0.77%	14

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

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

Heritage Wealth Management (Texas) increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 6.5% in Q2 2026, buying an estimated $545K and bringing the position to 89,205 shares worth $8.98M. The position accounts for 3.46% of the portfolio, ranked #9.

Heritage Wealth Management (Texas) first reported a position in SGOV in Q4 2022 and has held it in 14 quarters since. 1,309 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Heritage Wealth Management (Texas) held 89,205 shares of iShares 0-3 Month Treasury Bond ETF worth $8.98M as of Q2 2026.
Heritage Wealth Management (Texas) bought 5,425 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $545K.
iShares 0-3 Month Treasury Bond ETF made up 3.46% of Heritage Wealth Management (Texas)'s portfolio in Q2 2026, its #9 holding.
Heritage Wealth Management (Texas) first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
1,309 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q2 2026, filed 10 Aug 2026.