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

Larson Financial Group’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	$35.8M	Buy	355,658 +107,530	+43%	+$10.8M	0.94%	18
2026 Q1	$25M	Buy	248,128 +247,698	+57,604%	+$24.9M	0.8%	20
2025 Q4	$43.2K	Hold	430	–	–	﹤0.01%	1304
2025 Q3	$43.3K	Sell	430 -116	-21%	-$11.7K	﹤0.01%	1223
2025 Q2	$55K	Sell	546 -1,786	-77%	-$180K	﹤0.01%	1038
2025 Q1	$235K	Sell	2,332 -7,493	-76%	-$753K	0.01%	591
2024 Q4	$986K	Buy	+9,825	New	+$987K	0.05%	246
2024 Q3	–	Sell	-305	Closed	-$30.7K	–	2761
2024 Q2	$30.7K	Buy	+305	New	+$30.7K	﹤0.01%	934
2024 Q1	–	Hold	0	–	–	–	1757
2023 Q4	–	Sell	-2,094	Closed	-$210K	–	1763
2023 Q3	$211K	Buy	2,094 +74	+4%	+$7.43K	0.02%	316
2023 Q2	$203K	Sell	2,020 -2,956	-59%	-$297K	0.02%	316
2023 Q1	$500K	Buy	+4,976	New	+$499K	0.05%	198

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Larson Financial Group's SGOV Position: Q2 2026 in Review

Larson Financial Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 43% in Q2 2026, buying an estimated $10.8M and bringing the position to 355,658 shares worth $35.8M. The position accounts for 0.94% of the portfolio, ranked #18.

Larson Financial Group first reported a position in SGOV in Q1 2023 and has held it in 11 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Larson Financial Group held 355,658 shares of iShares 0-3 Month Treasury Bond ETF worth $35.8M as of Q2 2026.
Larson Financial Group bought 107,530 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $10.8M.
iShares 0-3 Month Treasury Bond ETF made up 0.94% of Larson Financial Group's portfolio in Q2 2026, its #18 holding.
Larson Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 11 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.