Lake Hills Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Lake Hills Wealth Management’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	–	Sell	-2,256	Closed	-$227K	–	81
2026 Q1	$227K	Sell	2,256 -448	-17%	-$45K	0.13%	56
2025 Q4	$271K	Buy	+2,704	New	+$272K	0.14%	51
2025 Q2	–	Sell	-9,630	Closed	-$969K	–	63
2025 Q1	$969K	Buy	+9,630	New	+$968K	0.67%	20
2024 Q4	–	Sell	-5,392	Closed	-$543K	–	65
2024 Q3	$543K	Sell	5,392 -9,757	-64%	-$981K	0.36%	38
2024 Q2	$1.53M	Buy	15,149 +12,639	+504%	+$1.27M	1.09%	29
2024 Q1	$253K	Sell	2,510 -40,572	-94%	-$4.08M	0.23%	37
2023 Q4	$4.32M	Sell	43,082 -5,182	-11%	-$520K	4.32%	8
2023 Q3	$4.86M	Sell	48,264 -838	-2%	-$84.2K	4.92%	6
2023 Q2	$4.94M	Sell	49,102 -124,041	-72%	-$12.5M	5.38%	5
2023 Q1	$17.4M	Buy	173,143 +168,590	+3,703%	+$16.9M	18.17%	2
2022 Q4	$456K	Buy	+4,553	New	+$456K	0.45%	33

Other funds holding SGOV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Lake Hills Wealth Management's SGOV Position: Q2 2026 in Review

Lake Hills Wealth Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 2,256 shares — an estimated $227K sold.

Lake Hills Wealth Management first reported a position in SGOV in Q4 2022 and held it in 11 quarters. The position peaked at $17.4M in Q1 2023. 864 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Lake Hills Wealth Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Lake Hills Wealth Management sold 2,256 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $227K.
Lake Hills Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and held it in 11 quarters.
Lake Hills Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $17.4M in Q1 2023.
864 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.