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

MATAURO’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 		$379K Sell
3,765
-1,774
-32% -$178K 0.05% 115
2026
Q1 		$558K Sell
5,539
-961
-15% -$96.6K 0.08% 93
2025
Q4 		$653K Buy
6,500
+355
+6% +$35.7K 0.1% 96
2025
Q3 		$619K Buy
+6,145
New +$618K 0.1% 97

Other funds holding SGOV

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 22.94% 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
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 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

MATAURO's SGOV Position: Q2 2026 in Review

MATAURO reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 32% in Q2 2026, selling an estimated $178K and leaving 3,765 shares worth $379K. The position accounts for 0.05% of the portfolio, ranked #115.

MATAURO first reported a position in SGOV in Q3 2025 and has held it in 4 quarters since. The position peaked at $653K in Q4 2025. 720 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • MATAURO held 3,765 shares of iShares 0-3 Month Treasury Bond ETF worth $379K as of Q2 2026.
  • MATAURO sold 1,774 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $178K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.05% of MATAURO's portfolio in Q2 2026, its #115 holding.
  • MATAURO first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • MATAURO's iShares 0-3 Month Treasury Bond ETF position peaked at $653K in Q4 2025.
  • 720 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on MATAURO's 13F filing for Q2 2026, filed 21 Jul 2026.