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

IFS 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	$17.7M	Sell	176,007 -1,160	-0.7%	-$117K	8.49%	4
2026 Q1	$17.8M	Buy	177,167 +2,029	+1%	+$204K	9.19%	3
2025 Q4	$17.6M	Sell	175,138 -36,619	-17%	-$3.68M	9.13%	3
2025 Q3	$21.3M	Sell	211,757 -1,932	-0.9%	-$194K	12.48%	2
2025 Q2	$21.5M	Buy	213,689 +8,991	+4%	+$904K	16.28%	2
2025 Q1	$20.6M	Buy	204,698 +8,527	+4%	+$857K	16.73%	2
2024 Q4	$19.7M	Sell	196,171 -942	-0.5%	-$94.6K	15.47%	2
2024 Q3	$19.9M	Buy	197,113 +13,992	+8%	+$1.41M	15.72%	2
2024 Q2	$18.4M	Buy	183,121 +26,387	+17%	+$2.65M	15.55%	2
2024 Q1	$15.8M	Buy	+156,734	New	+$15.8M	13.78%	2

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

IFS Advisors's SGOV Position: Q2 2026 in Review

IFS Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.65% in Q2 2026, selling an estimated $117K and leaving 176,007 shares worth $17.7M. The position accounts for 8.49% of the portfolio, ranked #4.

IFS Advisors first reported a position in SGOV in Q1 2024 and has held it in 10 quarters since. The position peaked at $21.5M in Q2 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

IFS Advisors held 176,007 shares of iShares 0-3 Month Treasury Bond ETF worth $17.7M as of Q2 2026.
IFS Advisors sold 1,160 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $117K.
iShares 0-3 Month Treasury Bond ETF made up 8.49% of IFS Advisors's portfolio in Q2 2026, its #4 holding.
IFS Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
IFS Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $21.5M in Q2 2025.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.