Huntleigh Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Huntleigh 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	$261K	Sell	2,593 -996	-28%	-$100K	0.04%	257
2026 Q1	$361K	Sell	3,589 -12,752	-78%	-$1.28M	0.06%	205
2025 Q4	$1.64M	Sell	16,341 -2,799	-15%	-$281K	0.28%	89
2025 Q3	$1.93M	Sell	19,140 -2,613	-12%	-$263K	0.33%	80
2025 Q2	$2.19M	Sell	21,753 -18,503	-46%	-$1.86M	0.42%	58
2025 Q1	$4.05M	Buy	40,256 +843	+2%	+$84.7K	0.68%	33
2024 Q4	$3.95M	Buy	+39,413	New	+$3.96M	0.85%	25

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

Huntleigh Advisors's SGOV Position: Q2 2026 in Review

Huntleigh Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 28% in Q2 2026, selling an estimated $100K and leaving 2,593 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #257.

Huntleigh Advisors first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.05M in Q1 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Huntleigh Advisors held 2,593 shares of iShares 0-3 Month Treasury Bond ETF worth $261K as of Q2 2026.
Huntleigh Advisors sold 996 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $100K.
iShares 0-3 Month Treasury Bond ETF made up 0.04% of Huntleigh Advisors's portfolio in Q2 2026, its #257 holding.
Huntleigh Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Huntleigh Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $4.05M in Q1 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Huntleigh Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.