Optivise Advisory Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Optivise Advisory 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	$281K	Sell	2,793 -3,321	-54%	-$334K	0.14%	168
2026 Q1	$615K	Sell	6,114 -5	-0.1%	-$503	0.37%	76
2025 Q4	$614K	Buy	6,119 +352	+6%	+$35.4K	0.35%	78
2025 Q3	$581K	Sell	5,767 -200	-3%	-$20.1K	0.35%	74
2025 Q2	$601K	Sell	5,967 -65	-1%	-$6.53K	0.31%	84
2025 Q1	$607K	Buy	6,032 +241	+4%	+$24.2K	0.34%	72
2024 Q4	$581K	Buy	5,791 +28	+0.5%	+$2.81K	0.31%	76
2024 Q3	$580K	Buy	5,763 +252	+5%	+$25.3K	0.31%	68
2024 Q2	$555K	Buy	+5,511	New	+$554K	0.3%	76

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

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

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

Optivise Advisory Services's SGOV Position: Q2 2026 in Review

Optivise Advisory Services reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 54% in Q2 2026, selling an estimated $334K and leaving 2,793 shares worth $281K. The position accounts for 0.14% of the portfolio, ranked #168.

Optivise Advisory Services first reported a position in SGOV in Q2 2024 and has held it in 9 quarters since. The position peaked at $615K in Q1 2026. 458 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Optivise Advisory Services held 2,793 shares of iShares 0-3 Month Treasury Bond ETF worth $281K as of Q2 2026.
Optivise Advisory Services sold 3,321 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $334K.
iShares 0-3 Month Treasury Bond ETF made up 0.14% of Optivise Advisory Services's portfolio in Q2 2026, its #168 holding.
Optivise Advisory Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Optivise Advisory Services's iShares 0-3 Month Treasury Bond ETF position peaked at $615K in Q1 2026.
458 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.