IFS
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Integrated Financial Solutions’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Integrated Financial Solutions’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 		$201K Sell
2,000
-400
-17% -$40.2K 0.11% 36
2026
Q1 		$242K Hold
2,400
– – 0.17% 30
2025
Q4 		$241K Buy
+2,400
New +$241K 0.14% 31

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
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Integrated Financial Solutions's SGOV Position: Q2 2026 in Review

Integrated Financial Solutions reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 17% in Q2 2026, selling an estimated $40.2K and leaving 2,000 shares worth $201K. The position accounts for 0.11% of the portfolio, ranked #36.

Integrated Financial Solutions first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $242K in Q1 2026. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Integrated Financial Solutions held 2,000 shares of iShares 0-3 Month Treasury Bond ETF worth $201K as of Q2 2026.
  • Integrated Financial Solutions sold 400 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $40.2K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.11% of Integrated Financial Solutions's portfolio in Q2 2026, its #36 holding.
  • Integrated Financial Solutions first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Integrated Financial Solutions's iShares 0-3 Month Treasury Bond ETF position peaked at $242K in Q1 2026.
  • 429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Integrated Financial Solutions's 13F filing for Q2 2026, filed 16 Jul 2026.