Hofer & Associates’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Hofer & Associates’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 Q3	$7.49M	Buy	+74,428	New	+$7.48M	5.23%	2

Other funds holding SGOV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Hofer & Associates's SGOV Position: Q3 2026 in Review

Hofer & Associates opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026: 74,428 shares worth $7.49M. The stake represents 5.23% of the portfolio and ranks #2 among its holdings.

993 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Hofer & Associates held 74,428 shares of iShares 0-3 Month Treasury Bond ETF worth $7.49M as of Q3 2026.
iShares 0-3 Month Treasury Bond ETF was a new Hofer & Associates position in Q3 2026.
iShares 0-3 Month Treasury Bond ETF made up 5.23% of Hofer & Associates's portfolio in Q3 2026, its #2 holding.
993 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.