HFA
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Highland Financial Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Highland Financial 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 		$11.4M Buy
113,186
+4,338
+4% +$436K 2.51% 11
2026
Q1 		$11M Buy
108,848
+2,541
+2% +$255K 2.89% 13
2025
Q4 		$10.7M Buy
106,307
+3,002
+3% +$302K 2.96% 11
2025
Q3 		$10.4M Buy
103,305
+1,649
+2% +$166K 2.98% 11
2025
Q2 		$10.2M Sell
101,656
-481
-0.5% -$48.4K 3.29% 11
2025
Q1 		$10.3M Buy
102,137
+2,508
+3% +$252K 3.68% 10
2024
Q4 		$9.99M Buy
99,629
+887
+0.9% +$89.1K 3.46% 11
2024
Q3 		$9.95M Buy
98,742
+5,711
+6% +$574K 3.53% 11
2024
Q2 		$9.37M Sell
93,031
-30,077
-24% -$3.02M 3.48% 12
2024
Q1 		$12.4M Buy
123,108
+57,272
+87% +$5.76M 4.96% 8
2023
Q4 		$6.6M Buy
65,836
+57,311
+672% +$5.76M 2.87% 12
2023
Q3 		$858K Sell
8,525
-885
-9% -$88.9K 0.44% 26
2023
Q2 		$947K Buy
9,410
+1,160
+14% +$116K 0.49% 26
2023
Q1 		$830K Buy
+8,250
New +$828K 0.45% 28

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
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
PC
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

Highland Financial Advisors's SGOV Position: Q2 2026 in Review

Highland Financial Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4% in Q2 2026, buying an estimated $436K and bringing the position to 113,186 shares worth $11.4M. The position accounts for 2.51% of the portfolio, ranked #11.

Highland Financial Advisors first reported a position in SGOV in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.4M in Q1 2024. 390 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Highland Financial Advisors held 113,186 shares of iShares 0-3 Month Treasury Bond ETF worth $11.4M as of Q2 2026.
  • Highland Financial Advisors bought 4,338 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $436K.
  • iShares 0-3 Month Treasury Bond ETF made up 2.51% of Highland Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • Highland Financial Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Highland Financial Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $12.4M in Q1 2024.
  • 390 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.