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

MidFirst Bank’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 		$11M Buy
108,825
+5,120
+5% +$515K 0.78% 30
2026
Q1 		$10.4M Buy
103,705
+12,678
+14% +$1.27M 0.86% 29
2025
Q4 		$9.14M Buy
+91,027
New +$9.15M 0.73% 35

Other funds holding SGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RAM
Robinhood Asset Management Menlo Park, California $1.87B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

MidFirst Bank's SGOV Position: Q2 2026 in Review

MidFirst Bank increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.9% in Q2 2026, buying an estimated $515K and bringing the position to 108,825 shares worth $11M. The position accounts for 0.78% of the portfolio, ranked #30.

MidFirst Bank first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. 1,118 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • MidFirst Bank held 108,825 shares of iShares 0-3 Month Treasury Bond ETF worth $11M as of Q2 2026.
  • MidFirst Bank bought 5,120 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $515K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.78% of MidFirst Bank's portfolio in Q2 2026, its #30 holding.
  • MidFirst Bank first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,118 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on MidFirst Bank's 13F filing for Q2 2026, filed 7 Aug 2026.