MHB
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Midwest Heritage Bank’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Midwest Heritage 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 		$273K Buy
2,715
+714
+36% +$71.8K 0.08% 48
2026
Q1 		$201K Buy
+2,001
New +$201K 0.06% 49

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 22.96% 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

Midwest Heritage Bank's SGOV Position: Q2 2026 in Review

Midwest Heritage Bank increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 36% in Q2 2026, buying an estimated $71.8K and bringing the position to 2,715 shares worth $273K. The position accounts for 0.08% of the portfolio, ranked #48.

Midwest Heritage Bank first reported a position in SGOV in Q1 2026 and has held it in 2 quarters since. 751 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Midwest Heritage Bank held 2,715 shares of iShares 0-3 Month Treasury Bond ETF worth $273K as of Q2 2026.
  • Midwest Heritage Bank bought 714 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $71.8K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.08% of Midwest Heritage Bank's portfolio in Q2 2026, its #48 holding.
  • Midwest Heritage Bank first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 751 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Midwest Heritage Bank's 13F filing for Q2 2026, filed 28 Jul 2026.