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

IFP 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	$11.9M	Sell	118,044 -23,856	-17%	-$2.4M	0.21%	102
2026 Q1	$14.3M	Buy	141,900 +86,659	+157%	+$8.71M	0.3%	70
2025 Q4	$5.55M	Buy	55,241 +24,050	+77%	+$2.42M	0.12%	173
2025 Q3	$3.14M	Buy	31,191 +27,732	+802%	+$2.79M	0.08%	267
2025 Q2	$348K	Sell	3,459 -786	-19%	-$79K	0.01%	989
2025 Q1	$427K	Sell	4,245 -1,413	-25%	-$142K	0.01%	828
2024 Q4	$568K	Buy	5,658 +1,789	+46%	+$180K	0.02%	693
2024 Q3	$390K	Buy	3,869 +140	+4%	+$14.1K	0.01%	791
2024 Q2	$376K	Buy	3,729 +2,531	+211%	+$254K	0.01%	752
2024 Q1	$121K	Buy	1,198 +279	+30%	+$28K	0.01%	1208
2023 Q4	$92.1K	Sell	919 -241,380	-100%	-$24.2M	﹤0.01%	1286
2023 Q3	$24.4M	Buy	242,299 +18,095	+8%	+$1.82M	1.1%	7
2023 Q2	$22.6M	Buy	224,204 +36,722	+20%	+$3.69M	0.94%	12
2023 Q1	$18.8M	Buy	187,482 +60,308	+47%	+$6.05M	0.82%	18
2022 Q4	$12.7M	Buy	127,174 +126,164	+12,491%	+$12.6M	0.34%	51
2022 Q3	$103K	Hold	1,010	–	–	﹤0.01%	1838
2022 Q2	$103K	Hold	1,010	–	–	﹤0.01%	1672
2022 Q1	$103K	Buy	+1,010	New	+$101K	﹤0.01%	1672

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

IFP Advisors's SGOV Position: Q2 2026 in Review

IFP Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 17% in Q2 2026, selling an estimated $2.4M and leaving 118,044 shares worth $11.9M. The position accounts for 0.21% of the portfolio, ranked #102.

IFP Advisors first reported a position in SGOV in Q1 2022 and has held it in 18 quarters since. The position peaked at $24.4M in Q3 2023. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

IFP Advisors held 118,044 shares of iShares 0-3 Month Treasury Bond ETF worth $11.9M as of Q2 2026.
IFP Advisors sold 23,856 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.4M.
iShares 0-3 Month Treasury Bond ETF made up 0.21% of IFP Advisors's portfolio in Q2 2026, its #102 holding.
IFP Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and has held it in 18 quarters since.
IFP Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $24.4M in Q3 2023.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.