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

LiftPoint Family 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 		$841K Buy
8,358
+3,633
+77% +$365K 0.57% 29
2026
Q1 		$476K Buy
+4,725
New +$475K 0.39% 35

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LiftPoint Family Wealth Advisors's SGOV Position: Q2 2026 in Review

LiftPoint Family Wealth Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 77% in Q2 2026, buying an estimated $365K and bringing the position to 8,358 shares worth $841K. The position accounts for 0.57% of the portfolio, ranked #29.

LiftPoint Family Wealth Advisors first reported a position in SGOV in Q1 2026 and has held it in 2 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • LiftPoint Family Wealth Advisors held 8,358 shares of iShares 0-3 Month Treasury Bond ETF worth $841K as of Q2 2026.
  • LiftPoint Family Wealth Advisors bought 3,633 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $365K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.57% of LiftPoint Family Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • LiftPoint Family Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on LiftPoint Family Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.