Lantz Financial’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Lantz 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 Q3	$1.93M	Sell	19,130 -11,678	-38%	-$1.17M	0.35%	74
2026 Q2	$3.1M	Buy	30,808 +16,422	+114%	+$1.65M	0.57%	43
2026 Q1	$1.45M	Buy	14,386 +2,137	+17%	+$215K	0.3%	89
2025 Q4	$1.23M	Sell	12,249 -7,251	-37%	-$729K	0.26%	100
2025 Q3	$1.96M	Sell	19,500 -10,308	-35%	-$1.04M	0.43%	64
2025 Q2	$3M	Buy	29,808 +8,800	+42%	+$885K	0.75%	33
2025 Q1	$2.11M	Buy	21,008 +7,628	+57%	+$767K	0.58%	46
2024 Q4	$1.34M	Buy	13,380 +1,759	+15%	+$177K	0.36%	76
2024 Q3	$1.17M	Sell	11,621 -3,296	-22%	-$331K	0.32%	83
2024 Q2	$1.5M	Buy	14,917 +5,870	+65%	+$590K	0.47%	64
2024 Q1	$911K	Buy	9,047 +5,003	+124%	+$503K	0.29%	89
2023 Q4	$405K	Buy	+4,044	New	+$406K	0.15%	135

Other funds holding SGOV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Robinhood Asset Management Menlo Park, California $2.11B AUM 21.56% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Lantz Financial's SGOV Position: Q3 2026 in Review

Lantz Financial reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 38% in Q3 2026, selling an estimated $1.17M and leaving 19,130 shares worth $1.93M. The position accounts for 0.35% of the portfolio, ranked #74.

Lantz Financial first reported a position in SGOV in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.1M in Q2 2026. 1,251 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Lantz Financial held 19,130 shares of iShares 0-3 Month Treasury Bond ETF worth $1.93M as of Q3 2026.
Lantz Financial sold 11,678 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $1.17M.
iShares 0-3 Month Treasury Bond ETF made up 0.35% of Lantz Financial's portfolio in Q3 2026, its #74 holding.
Lantz Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 12 quarters since.
Lantz Financial's iShares 0-3 Month Treasury Bond ETF position peaked at $3.1M in Q2 2026.
1,251 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.