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

IFG 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 		$615K Sell
6,111
-72
-1% -$7.24K 0.08% 91
2026
Q1 		$622K Sell
6,183
-469
-7% -$47.1K 0.1% 83
2025
Q4 		$668K Sell
6,652
-114
-2% -$11.5K 0.11% 78
2025
Q3 		$681K Sell
6,766
-823
-11% -$82.8K 0.11% 76
2025
Q2 		$764K Sell
7,589
-962
-11% -$96.7K 0.13% 72
2025
Q1 		$861K Sell
8,551
-1,151
-12% -$116K 0.17% 57
2024
Q4 		$973K Sell
9,702
-1,496
-13% -$150K 0.19% 56
2024
Q3 		$1.13M Sell
11,198
-11,696
-51% -$1.18M 0.24% 47
2024
Q2 		$2.31M Buy
22,894
+1,530
+7% +$154K 0.54% 30
2024
Q1 		$2.15M Sell
21,364
-2,548
-11% -$256K 0.56% 27
2023
Q4 		$2.4M Buy
23,912
+19,545
+448% +$1.96M 0.7% 24
2023
Q3 		$440K Buy
4,367
+1,463
+50% +$147K 0.16% 70
2023
Q2 		$292K Buy
+2,904
New +$292K 0.1% 98

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
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
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

IFG Advisors's SGOV Position: Q2 2026 in Review

IFG Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.2% in Q2 2026, selling an estimated $7.24K and leaving 6,111 shares worth $615K. The position accounts for 0.08% of the portfolio, ranked #91.

IFG Advisors first reported a position in SGOV in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.4M in Q4 2023. 591 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • IFG Advisors held 6,111 shares of iShares 0-3 Month Treasury Bond ETF worth $615K as of Q2 2026.
  • IFG Advisors sold 72 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $7.24K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.08% of IFG Advisors's portfolio in Q2 2026, its #91 holding.
  • IFG Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • IFG Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $2.4M in Q4 2023.
  • 591 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.