Independent Financial Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Independent Financial Group’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	$14.1M	Buy	140,190 +13,025	+10%	+$1.31M	0.26%	68
2026 Q1	$12.8M	Sell	127,165 -35,671	-22%	-$3.59M	0.29%	61
2025 Q4	$16.3M	Buy	162,836 +75,942	+87%	+$7.63M	0.36%	43
2025 Q3	$8.75M	Buy	86,894 +32,733	+60%	+$3.29M	0.21%	86
2025 Q2	$5.45M	Buy	54,161 +25,947	+92%	+$2.61M	0.15%	131
2025 Q1	$2.84M	Buy	28,214 +20,419	+262%	+$2.05M	0.1%	208
2024 Q4	$782K	Buy	7,795 +3,744	+92%	+$376K	0.03%	551
2024 Q3	$408K	Buy	4,051 +849	+27%	+$85.3K	0.02%	741
2024 Q2	$323K	Buy	3,202 +102	+3%	+$10.3K	0.01%	792
2024 Q1	$312K	Sell	3,100 -804	-21%	-$80.8K	0.01%	759
2023 Q4	$391K	Buy	3,904 +192	+5%	+$19.3K	0.02%	632
2023 Q3	$374K	Buy	3,712 +532	+17%	+$53.4K	0.02%	580
2023 Q2	$320K	Sell	3,180 -193	-6%	-$19.4K	0.02%	624
2023 Q1	$339K	Buy	+3,373	New	+$338K	0.03%	562

Other funds holding SGOV

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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Independent Financial Group's SGOV Position: Q2 2026 in Review

Independent Financial Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 10% in Q2 2026, buying an estimated $1.31M and bringing the position to 140,190 shares worth $14.1M. The position accounts for 0.26% of the portfolio, ranked #68.

Independent Financial Group first reported a position in SGOV in Q1 2023 and has held it in 14 quarters since. The position peaked at $16.3M in Q4 2025. 1,256 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Independent Financial Group held 140,190 shares of iShares 0-3 Month Treasury Bond ETF worth $14.1M as of Q2 2026.
Independent Financial Group bought 13,025 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.31M.
iShares 0-3 Month Treasury Bond ETF made up 0.26% of Independent Financial Group's portfolio in Q2 2026, its #68 holding.
Independent Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
Independent Financial Group's iShares 0-3 Month Treasury Bond ETF position peaked at $16.3M in Q4 2025.
1,256 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.