MFG
SGOV icon

Mission Financial Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Mission Financial Group’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 		$251K Buy
+2,490
New +$250K 0.21% 127
2025
Q1 		$351K Buy
+3,489
New +$351K 0.32% 82
2021
Q4 		$400K Buy
+3,989
New +$399K 0.37% 77

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mission Financial Group's SGOV Position: Q2 2026 in Review

Mission Financial Group opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 2,490 shares worth $251K. The stake represents 0.21% of the portfolio and ranks #127 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in SGOV as recently as Q1 2025.

Mission Financial Group first reported a position in SGOV in Q4 2021 and has held it in 3 quarters since. The position peaked at $400K in Q4 2021. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Mission Financial Group held 2,490 shares of iShares 0-3 Month Treasury Bond ETF worth $251K as of Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Mission Financial Group position in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.21% of Mission Financial Group's portfolio in Q2 2026, its #127 holding.
  • Mission Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • Mission Financial Group's iShares 0-3 Month Treasury Bond ETF position peaked at $400K in Q4 2021.
  • 1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Mission Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.