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

New Harbor 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 		$2.68M Sell
26,636
-8,459
-24% -$850K 0.42% 26
2026
Q1 		$3.53M Buy
35,095
+6,406
+22% +$644K 0.62% 22
2025
Q4 		$2.88M Sell
28,689
-1,158
-4% -$116K 0.53% 23
2025
Q3 		$3.01M Buy
29,847
+4,388
+17% +$441K 0.61% 20
2025
Q2 		$2.56M Sell
25,459
-4,580
-15% -$460K 0.59% 20
2025
Q1 		$3.02M Sell
30,039
-1,959
-6% -$197K 0.8% 16
2024
Q4 		$3.21M Buy
31,998
+1,226
+4% +$123K 0.94% 17
2024
Q3 		$3.1M Sell
30,772
-2,645
-8% -$266K 0.79% 21
2024
Q2 		$3.37M Buy
33,417
+12,328
+58% +$1.24M 1.01% 19
2024
Q1 		$2.12M Buy
21,089
+557
+3% +$56K 0.68% 21
2023
Q4 		$2.06M Sell
20,532
-377,124
-95% -$37.9M 0.75% 16
2023
Q3 		$40M Sell
397,656
-84,584
-18% -$8.5M 13.24% 3
2023
Q2 		$48.5M Buy
482,240
+132,184
+38% +$13.3M 12.81% 3
2023
Q1 		$35.2M Buy
+350,056
New +$35.1M 11.88% 3

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

New Harbor Financial Group's SGOV Position: Q2 2026 in Review

New Harbor Financial Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 24% in Q2 2026, selling an estimated $850K and leaving 26,636 shares worth $2.68M. The position accounts for 0.42% of the portfolio, ranked #26.

New Harbor Financial Group first reported a position in SGOV in Q1 2023 and has held it in 14 quarters since. The position peaked at $48.5M in Q2 2023. 420 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • New Harbor Financial Group held 26,636 shares of iShares 0-3 Month Treasury Bond ETF worth $2.68M as of Q2 2026.
  • New Harbor Financial Group sold 8,459 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $850K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.42% of New Harbor Financial Group's portfolio in Q2 2026, its #26 holding.
  • New Harbor Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • New Harbor Financial Group's iShares 0-3 Month Treasury Bond ETF position peaked at $48.5M in Q2 2023.
  • 420 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

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