MFT
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Moisand Fitzgerald Tamayo’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Moisand Fitzgerald Tamayo’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 		$846K Buy
8,408
+76
+0.9% +$7.64K 0.08% 61
2026
Q1 		$839K Hold
8,332
– – 0.09% 60
2025
Q4 		$836K Sell
8,332
-92
-1% -$9.25K 0.09% 61
2025
Q3 		$848K Buy
8,424
+5,769
+217% +$580K 0.1% 61
2025
Q2 		$267K Sell
2,655
-1,327
-33% -$133K 0.03% 103
2025
Q1 		$401K Sell
3,982
-939
-19% -$94.4K 0.06% 79
2024
Q4 		$494K Buy
4,921
+138
+3% +$13.9K 0.07% 68
2024
Q3 		$482K Buy
4,783
+440
+10% +$44.2K 0.07% 72
2024
Q2 		$437K Buy
4,343
+1,924
+80% +$193K 0.07% 71
2024
Q1 		$244K Buy
2,419
+193
+9% +$19.4K 0.04% 96
2023
Q4 		$223K Buy
+2,226
New +$224K 0.04% 99

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

Moisand Fitzgerald Tamayo's SGOV Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.91% in Q2 2026, buying an estimated $7.64K and bringing the position to 8,408 shares worth $846K. The position accounts for 0.08% of the portfolio, ranked #61.

Moisand Fitzgerald Tamayo first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $848K in Q3 2025. 421 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 8,408 shares of iShares 0-3 Month Treasury Bond ETF worth $846K as of Q2 2026.
  • Moisand Fitzgerald Tamayo bought 76 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $7.64K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.08% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #61 holding.
  • Moisand Fitzgerald Tamayo first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Moisand Fitzgerald Tamayo's iShares 0-3 Month Treasury Bond ETF position peaked at $848K in Q3 2025.
  • 421 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.