OL
SGOV icon

Owen LaRue’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Owen LaRue’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 		$18.4M Sell
182,589
-25,293
-12% -$2.54M 6.39% 1
2026
Q1 		$20.9M Sell
207,882
-39,786
-16% -$4M 8.03% 1
2025
Q4 		$24.9M Sell
247,668
-6,735
-3% -$677K 9.46% 1
2025
Q3 		$25.6M Buy
254,403
+21,568
+9% +$2.17M 10.08% 1
2025
Q2 		$23.4M Sell
232,835
-18,590
-7% -$1.87M 9.97% 1
2025
Q1 		$25.3M Buy
251,425
+52,789
+27% +$5.31M 12.61% 1
2024
Q4 		$19.9M Buy
198,636
+170,944
+617% +$17.2M 10.41% 1
2024
Q3 		$2.79M Buy
27,692
+20,948
+311% +$2.11M 1.48% 21
2024
Q2 		$679K Buy
6,744
+414
+7% +$41.6K 0.42% 48
2024
Q1 		$637K Buy
+6,330
New +$636K 0.4% 42

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

Owen LaRue's SGOV Position: Q2 2026 in Review

Owen LaRue reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 12% in Q2 2026, selling an estimated $2.54M and leaving 182,589 shares worth $18.4M. The position accounts for 6.39% of the portfolio, ranked #1.

Owen LaRue first reported a position in SGOV in Q1 2024 and has held it in 10 quarters since. The position peaked at $25.6M in Q3 2025. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Owen LaRue held 182,589 shares of iShares 0-3 Month Treasury Bond ETF worth $18.4M as of Q2 2026.
  • Owen LaRue sold 25,293 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.54M.
  • iShares 0-3 Month Treasury Bond ETF made up 6.39% of Owen LaRue's portfolio in Q2 2026, its #1 holding.
  • Owen LaRue first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Owen LaRue's iShares 0-3 Month Treasury Bond ETF position peaked at $25.6M in Q3 2025.
  • 429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.