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 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

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

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

VWM

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

OFW

Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

Lantz Financial's SGOV Position: Q2 2026 in Review

Lantz Financial increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 114% in Q2 2026, buying an estimated $1.65M and bringing the position to 30,808 shares worth $3.1M. The position accounts for 0.57% of the portfolio, ranked #43.

Lantz Financial first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. 295 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Lantz Financial held 30,808 shares of iShares 0-3 Month Treasury Bond ETF worth $3.1M as of Q2 2026.
Lantz Financial bought 16,422 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.65M.
iShares 0-3 Month Treasury Bond ETF made up 0.57% of Lantz Financial's portfolio in Q2 2026, its #43 holding.
Lantz Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
295 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.