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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

McClarren Financial Advisors's SGOV Position: Q2 2026 in Review

McClarren Financial Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3.8% in Q2 2026, buying an estimated $148K and bringing the position to 40,692 shares worth $4.1M. The position accounts for 2.12% of the portfolio, ranked #15.

McClarren Financial Advisors first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

McClarren Financial Advisors held 40,692 shares of iShares 0-3 Month Treasury Bond ETF worth $4.1M as of Q2 2026.
McClarren Financial Advisors bought 1,475 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $148K.
iShares 0-3 Month Treasury Bond ETF made up 2.12% of McClarren Financial Advisors's portfolio in Q2 2026, its #15 holding.
McClarren Financial Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.