Oak Harvest Investment Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Oak Harvest Investment Services’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	$2.5M	Sell	24,882 -475	-2%	-$47.8K	0.23%	88
2026 Q1	$2.55M	Sell	25,357 -170	-0.7%	-$17.1K	0.27%	89
2025 Q4	$2.56M	Buy	25,527 +4,167	+20%	+$419K	0.28%	92
2025 Q3	$2.15M	Buy	21,360 +810	+4%	+$81.4K	0.25%	94
2025 Q2	$2.07M	Sell	20,550 -1,184	-5%	-$119K	0.26%	95
2025 Q1	$2.19M	Buy	21,734 +3,056	+16%	+$307K	0.31%	82
2024 Q4	$1.87M	Buy	18,678 +4,557	+32%	+$458K	0.26%	87
2024 Q3	$1.42M	Buy	14,121 +3,211	+29%	+$323K	0.2%	87
2024 Q2	$1.1M	Buy	10,910 +1,944	+22%	+$195K	0.17%	87
2024 Q1	$903K	Buy	8,966 +1,522	+20%	+$153K	0.15%	87
2023 Q4	$746K	Buy	7,444 +3,154	+74%	+$317K	0.15%	85
2023 Q3	$432K	Buy	+4,290	New	+$431K	0.09%	89

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

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

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

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

Oak Harvest Investment Services's SGOV Position: Q2 2026 in Review

Oak Harvest Investment Services reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.9% in Q2 2026, selling an estimated $47.8K and leaving 24,882 shares worth $2.5M. The position accounts for 0.23% of the portfolio, ranked #88.

Oak Harvest Investment Services first reported a position in SGOV in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.56M in Q4 2025. 517 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Oak Harvest Investment Services held 24,882 shares of iShares 0-3 Month Treasury Bond ETF worth $2.5M as of Q2 2026.
Oak Harvest Investment Services sold 475 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $47.8K.
iShares 0-3 Month Treasury Bond ETF made up 0.23% of Oak Harvest Investment Services's portfolio in Q2 2026, its #88 holding.
Oak Harvest Investment Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Oak Harvest Investment Services's iShares 0-3 Month Treasury Bond ETF position peaked at $2.56M in Q4 2025.
517 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.