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LRI Investments’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

LRI Investments’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 		– Sell
-682
Closed -$68.7K – 1999
2026
Q1 		$68.7K Buy
682
+473
+226% +$47.5K 0.01% 466
2025
Q4 		$21K Sell
209
-690
-77% -$69.3K ﹤0.01% 685
2025
Q3 		$90.6K Buy
899
+479
+114% +$48.2K 0.01% 436
2025
Q2 		$42.3K Sell
420
-818
-66% -$82.2K ﹤0.01% 579
2025
Q1 		$125K Buy
1,238
+475
+62% +$47.7K 0.01% 365
2024
Q4 		$76.5K Hold
763
– – 0.01% 461
2024
Q3 		$76.7K Sell
763
-45
-6% -$4.52K 0.01% 458
2024
Q2 		$81.4K Buy
+808
New +$81.2K 0.01% 417

Other funds holding SGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

LRI Investments's SGOV Position: Q2 2026 in Review

LRI Investments sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 682 shares — an estimated $68.7K sold.

LRI Investments first reported a position in SGOV in Q2 2024 and held it in 8 quarters. The position peaked at $125K in Q1 2025. 864 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • LRI Investments reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • LRI Investments sold 682 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $68.7K.
  • LRI Investments first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and held it in 8 quarters.
  • LRI Investments's iShares 0-3 Month Treasury Bond ETF position peaked at $125K in Q1 2025.
  • 864 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.