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

Magnus 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	$1.22M	Buy	+12,152	New	+$1.22M	0.09%	142

Other funds holding SGOV

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

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

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

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

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

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

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

Magnus Financial Group opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 12,152 shares worth $1.22M. The stake represents 0.09% of the portfolio and ranks #142 among its holdings.

402 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Magnus Financial Group held 12,152 shares of iShares 0-3 Month Treasury Bond ETF worth $1.22M as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new Magnus Financial Group position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.09% of Magnus Financial Group's portfolio in Q2 2026, its #142 holding.
402 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

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