McClarren Financial Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

McClarren Financial 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 Q3	$3.4M	Sell	33,784 -6,908	-17%	-$695K	1.72%	14
2026 Q2	$4.1M	Buy	40,692 +1,475	+4%	+$148K	2.12%	15
2026 Q1	$3.95M	Buy	39,217 +27,568	+237%	+$2.77M	2.34%	12
2025 Q4	$3.01M	Sell	11,649 -11,268	-49%	-$1.13M	1.8%	15
2025 Q3	$2.91M	Sell	22,917 -210	-0.9%	-$21.1K	1.78%	15
2025 Q2	$2.33M	Buy	23,127 +16,926	+273%	+$1.7M	1.52%	16
2025 Q1	$621K	Buy	6,201 +4,201	+210%	+$422K	0.41%	42
2024 Q4	$200K	Buy	+2,000	New	+$201K	0.56%	31

Other funds holding SGOV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

RAG

RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

McClarren Financial Advisors's SGOV Position: Q3 2026 in Review

McClarren Financial Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 17% in Q3 2026, selling an estimated $695K and leaving 33,784 shares worth $3.4M. The position accounts for 1.72% of the portfolio, ranked #14.

McClarren Financial Advisors first reported a position in SGOV in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.1M in Q2 2026. 216 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

McClarren Financial Advisors held 33,784 shares of iShares 0-3 Month Treasury Bond ETF worth $3.4M as of Q3 2026.
McClarren Financial Advisors sold 6,908 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $695K.
iShares 0-3 Month Treasury Bond ETF made up 1.72% of McClarren Financial Advisors's portfolio in Q3 2026, its #14 holding.
McClarren Financial Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
McClarren Financial Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $4.1M in Q2 2026.
216 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on McClarren Financial Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.