MFS
SGOV icon

McNamara Financial Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

McNamara Financial Services’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 		$8.64M Buy
85,854
+11,424
+15% +$1.15M 1.49% 11
2026
Q1 		$7.49M Buy
74,430
+14,987
+25% +$1.51M 1.42% 12
2025
Q4 		$5.97M Buy
59,443
+26,663
+81% +$2.68M 1.13% 16
2025
Q3 		$3.3M Buy
32,780
+8,437
+35% +$848K 0.61% 18
2025
Q2 		$2.45M Buy
24,343
+10,802
+80% +$1.09M 0.49% 19
2025
Q1 		$1.36M Buy
13,541
+9,799
+262% +$985K 0.29% 26
2024
Q4 		$375K Buy
+3,742
New +$376K 0.09% 48

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

McNamara Financial Services's SGOV Position: Q2 2026 in Review

McNamara Financial Services increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 15% in Q2 2026, buying an estimated $1.15M and bringing the position to 85,854 shares worth $8.64M. The position accounts for 1.49% of the portfolio, ranked #11.

McNamara Financial Services first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • McNamara Financial Services held 85,854 shares of iShares 0-3 Month Treasury Bond ETF worth $8.64M as of Q2 2026.
  • McNamara Financial Services bought 11,424 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.15M.
  • iShares 0-3 Month Treasury Bond ETF made up 1.49% of McNamara Financial Services's portfolio in Q2 2026, its #11 holding.
  • McNamara Financial Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.