LHWM
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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
2022
Q4 		– Sell
-4,553
Closed -$457K – 55
2022
Q3 		$457K Buy
+4,553
New +$456K 0.41% 24

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AWM
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HCM
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BL
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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.