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

Nations 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 		$772K Sell
7,664
-3
-0% -$302 0.04% 446
2026
Q1 		$772K Buy
7,667
+1,128
+17% +$113K 0.04% 437
2025
Q4 		$656K Buy
6,539
+1,113
+21% +$112K 0.03% 453
2025
Q3 		$546K Buy
5,426
+1,734
+47% +$174K 0.03% 469
2025
Q2 		$372K Buy
+3,692
New +$371K 0.03% 512

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

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

Nations Financial Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.04% in Q2 2026, selling an estimated $302 and leaving 7,664 shares worth $772K. The position accounts for 0.04% of the portfolio, ranked #446.

Nations Financial Group first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. The position peaked at $772K in Q1 2026. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Nations Financial Group held 7,664 shares of iShares 0-3 Month Treasury Bond ETF worth $772K as of Q2 2026.
  • Nations Financial Group sold 3 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $302.
  • iShares 0-3 Month Treasury Bond ETF made up 0.04% of Nations Financial Group's portfolio in Q2 2026, its #446 holding.
  • Nations Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Nations Financial Group's iShares 0-3 Month Treasury Bond ETF position peaked at $772K in Q1 2026.
  • 429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.