LifeGoal Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

LifeGoal Wealth Advisors’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	$515K	Sell	5,112 -3,365	-40%	-$338K	0.24%	62
2026 Q1	$851K	Sell	8,477 -1,149	-12%	-$116K	0.49%	35
2025 Q4	$966K	Sell	9,626 -17,405	-64%	-$1.75M	0.64%	31
2025 Q3	$2.62M	Buy	27,031 +10,074	+59%	+$1.01M	2.18%	10
2025 Q2	$1.71M	Buy	16,957 +9,639	+132%	+$969K	1.62%	14
2025 Q1	$737K	Buy	+7,318	New	+$736K	0.8%	30

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

LifeGoal Wealth Advisors's SGOV Position: Q2 2026 in Review

LifeGoal Wealth Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 40% in Q2 2026, selling an estimated $338K and leaving 5,112 shares worth $515K. The position accounts for 0.24% of the portfolio, ranked #62.

LifeGoal Wealth Advisors first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.62M in Q3 2025. 627 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

LifeGoal Wealth Advisors held 5,112 shares of iShares 0-3 Month Treasury Bond ETF worth $515K as of Q2 2026.
LifeGoal Wealth Advisors sold 3,365 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $338K.
iShares 0-3 Month Treasury Bond ETF made up 0.24% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #62 holding.
LifeGoal Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
LifeGoal Wealth Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $2.62M in Q3 2025.
627 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.