Hubbell Strickland Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Hubbell Strickland Wealth Management’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	$3.98M	Sell	39,486 -1,739	-4%	-$175K	1.43%	14
2026 Q1	$4.15M	Sell	41,225 -1,001	-2%	-$101K	1.65%	13
2025 Q4	$4.24M	Buy	42,226 +4,611	+12%	+$463K	1.71%	12
2025 Q3	$3.79M	Sell	37,615 -1,824	-5%	-$183K	1.56%	13
2025 Q2	$3.97M	Sell	39,439 -3,510	-8%	-$353K	1.75%	11
2025 Q1	$4.32M	Sell	42,949 -3,907	-8%	-$393K	2.05%	10
2024 Q4	$4.7M	Sell	46,856 -6,949	-13%	-$698K	2.23%	9
2024 Q3	$5.42M	Sell	53,805 -2,802	-5%	-$282K	2.54%	8
2024 Q2	$5.7M	Buy	56,607 +1,364	+2%	+$137K	2.86%	7
2024 Q1	$5.57M	Buy	55,243 +553	+1%	+$55.6K	2.82%	7
2023 Q4	$5.48M	Buy	54,690 +1,916	+4%	+$192K	3%	6
2023 Q3	$5.29M	Buy	52,774 +709	+1%	+$71.2K	3.17%	6
2023 Q2	$5.24M	Buy	52,065 +1,770	+4%	+$178K	3.03%	6
2023 Q1	$5.06M	Buy	50,295 +6,453	+15%	+$647K	3.07%	6
2022 Q4	$4.39M	Buy	+43,842	New	+$4.39M	2.67%	6

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

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 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

Hubbell Strickland Wealth Management's SGOV Position: Q2 2026 in Review

Hubbell Strickland Wealth Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.2% in Q2 2026, selling an estimated $175K and leaving 39,486 shares worth $3.98M. The position accounts for 1.43% of the portfolio, ranked #14.

Hubbell Strickland Wealth Management first reported a position in SGOV in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.7M in Q2 2024. 591 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Hubbell Strickland Wealth Management held 39,486 shares of iShares 0-3 Month Treasury Bond ETF worth $3.98M as of Q2 2026.
Hubbell Strickland Wealth Management sold 1,739 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $175K.
iShares 0-3 Month Treasury Bond ETF made up 1.43% of Hubbell Strickland Wealth Management's portfolio in Q2 2026, its #14 holding.
Hubbell Strickland Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Hubbell Strickland Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $5.7M in Q2 2024.
591 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Hubbell Strickland Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.