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 Q3	$8.12M	Buy	+80,633	New	+$8.11M	3.73%	8
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

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

DWMS

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Lake Hills Wealth Management's SGOV Position: Q3 2026 in Review

Lake Hills Wealth Management opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026: 80,633 shares worth $8.12M. The stake represents 3.73% of the portfolio and ranks #8 among its holdings. This is a return to the name: Lake Hills Wealth Management previously reported a position in SGOV as recently as Q1 2026.

Lake Hills Wealth Management first reported a position in SGOV in Q4 2022 and has held it in 12 quarters since. The position peaked at $17.4M in Q1 2023. 70 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Lake Hills Wealth Management held 80,633 shares of iShares 0-3 Month Treasury Bond ETF worth $8.12M as of Q3 2026.
iShares 0-3 Month Treasury Bond ETF was a new Lake Hills Wealth Management position in Q3 2026.
iShares 0-3 Month Treasury Bond ETF made up 3.73% of Lake Hills Wealth Management's portfolio in Q3 2026, its #8 holding.
Lake Hills Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 12 quarters since.
Lake Hills Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $17.4M in Q1 2023.
70 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Lake Hills Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.