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

Intrua Financial’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	$3.24M	Buy	32,194 +2,316	+8%	+$233K	0.3%	67
2026 Q1	$3.01M	Buy	29,878 +4,089	+16%	+$411K	0.31%	64
2025 Q4	$2.59M	Buy	25,789 +18,846	+271%	+$1.89M	0.27%	68
2025 Q3	$699K	Sell	6,943 -568	-8%	-$57.1K	0.08%	198
2025 Q2	$756K	Sell	7,511 -9,313	-55%	-$936K	0.1%	153
2025 Q1	$1.69M	Buy	16,824 +188	+1%	+$18.9K	0.25%	78
2024 Q4	$1.67M	Sell	16,636 -321	-2%	-$32.2K	0.26%	71
2024 Q3	$1.71M	Buy	+16,957	New	+$1.7M	0.25%	73

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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 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

Intrua Financial's SGOV Position: Q2 2026 in Review

Intrua Financial increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 7.8% in Q2 2026, buying an estimated $233K and bringing the position to 32,194 shares worth $3.24M. The position accounts for 0.3% of the portfolio, ranked #67.

Intrua Financial first reported a position in SGOV in Q3 2024 and has held it in 8 quarters since. 628 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Intrua Financial held 32,194 shares of iShares 0-3 Month Treasury Bond ETF worth $3.24M as of Q2 2026.
Intrua Financial bought 2,316 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $233K.
iShares 0-3 Month Treasury Bond ETF made up 0.3% of Intrua Financial's portfolio in Q2 2026, its #67 holding.
Intrua Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
628 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.