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

Kingswood Wealth 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	$3.49M	Sell	34,696 -83,081	-71%	-$8.35M	0.14%	164
2026 Q1	$11.9M	Buy	117,777 +49,584	+73%	+$4.98M	0.56%	32
2025 Q4	$6.85M	Buy	68,193 +53,870	+376%	+$5.41M	0.33%	62
2025 Q3	$1.44M	Buy	14,323 +5,768	+67%	+$580K	0.09%	236
2025 Q2	$861K	Sell	8,555 -18,199	-68%	-$1.83M	0.07%	291
2025 Q1	$2.69M	Buy	26,754 +13,454	+101%	+$1.35M	0.25%	95
2024 Q4	$1.33M	Buy	13,300 +4,097	+45%	+$412K	0.1%	213
2024 Q3	$927K	Sell	9,203 -7,197	-44%	-$724K	0.07%	311
2024 Q2	$1.65M	Buy	16,400 +6,700	+69%	+$673K	0.15%	137
2024 Q1	$977K	Buy	9,700 +508	+6%	+$51.1K	0.11%	208
2023 Q4	$922K	Buy	9,192 +6,992	+318%	+$702K	0.1%	207
2023 Q3	$221K	Buy	+2,200	New	+$221K	0.04%	374

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

Kingswood Wealth Advisors's SGOV Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 71% in Q2 2026, selling an estimated $8.35M and leaving 34,696 shares worth $3.49M. The position accounts for 0.14% of the portfolio, ranked #164.

Kingswood Wealth Advisors first reported a position in SGOV in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.9M in Q1 2026. 452 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Kingswood Wealth Advisors held 34,696 shares of iShares 0-3 Month Treasury Bond ETF worth $3.49M as of Q2 2026.
Kingswood Wealth Advisors sold 83,081 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $8.35M.
iShares 0-3 Month Treasury Bond ETF made up 0.14% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #164 holding.
Kingswood Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Kingswood Wealth Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $11.9M in Q1 2026.
452 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.