Klein Pavlis & Peasley Financial’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Klein Pavlis & Peasley 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	$6.96M	Buy	69,096 +13,795	+25%	+$1.39M	3.62%	4
2026 Q1	$5.57M	Sell	55,301 -7,460	-12%	-$750K	3.08%	6
2025 Q4	$6.3M	Sell	62,761 -8,460	-12%	-$850K	3.71%	5
2025 Q3	$7.17M	Sell	71,221 -73,775	-51%	-$7.42M	4.4%	3
2025 Q2	$14.6M	Buy	144,996 +77,425	+115%	+$7.78M	9.74%	1
2025 Q1	$6.78M	Buy	67,571 +15,297	+29%	+$1.54M	4.88%	2
2024 Q4	$5.24M	Buy	52,274 +26,090	+100%	+$2.62M	4.24%	3
2024 Q3	$2.64M	Buy	26,184 +7,462	+40%	+$750K	2.11%	15
2024 Q2	$1.89M	Sell	18,722 -26,004	-58%	-$2.61M	1.67%	21
2024 Q1	$4.5M	Sell	44,726 -1,940	-4%	-$195K	4.07%	4
2023 Q4	$4.68M	Buy	+46,666	New	+$4.69M	4.36%	4

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

Klein Pavlis & Peasley Financial's SGOV Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 25% in Q2 2026, buying an estimated $1.39M and bringing the position to 69,096 shares worth $6.96M. The position accounts for 3.62% of the portfolio, ranked #4.

Klein Pavlis & Peasley Financial first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.6M in Q2 2025. 555 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Klein Pavlis & Peasley Financial held 69,096 shares of iShares 0-3 Month Treasury Bond ETF worth $6.96M as of Q2 2026.
Klein Pavlis & Peasley Financial bought 13,795 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.39M.
iShares 0-3 Month Treasury Bond ETF made up 3.62% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #4 holding.
Klein Pavlis & Peasley Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Klein Pavlis & Peasley Financial's iShares 0-3 Month Treasury Bond ETF position peaked at $14.6M in Q2 2025.
555 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.