Keystone Financial Group (Georgia)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Keystone Financial Group (Georgia)’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	$2.31M	Sell	22,958 -157,280	-87%	-$15.8M	1.21%	18
2026 Q1	$18.1M	Sell	180,238 -9,247	-5%	-$930K	9.43%	3
2025 Q4	$19M	Buy	189,485 +8,815	+5%	+$886K	9.96%	2
2025 Q3	$18.2M	Sell	180,670 -498	-0.3%	-$50.1K	10.25%	2
2025 Q2	$18.2M	Sell	181,168 -7,949	-4%	-$799K	11.61%	2
2025 Q1	$19M	Buy	189,117 +53,352	+39%	+$5.36M	13.37%	2
2024 Q4	$13.6M	Buy	+135,765	New	+$13.6M	11.02%	2

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

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

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

Keystone Financial Group (Georgia)'s SGOV Position: Q2 2026 in Review

Keystone Financial Group (Georgia) reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 87% in Q2 2026, selling an estimated $15.8M and leaving 22,958 shares worth $2.31M. The position accounts for 1.21% of the portfolio, ranked #18.

Keystone Financial Group (Georgia) first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $19M in Q4 2025. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Keystone Financial Group (Georgia) held 22,958 shares of iShares 0-3 Month Treasury Bond ETF worth $2.31M as of Q2 2026.
Keystone Financial Group (Georgia) sold 157,280 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $15.8M.
iShares 0-3 Month Treasury Bond ETF made up 1.21% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #18 holding.
Keystone Financial Group (Georgia) first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Keystone Financial Group (Georgia)'s iShares 0-3 Month Treasury Bond ETF position peaked at $19M in Q4 2025.
429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.