Pathway Financial Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Pathway Financial Advisors’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	$294K	Sell	2,925 -480	-14%	-$48.3K	0.03%	114
2026 Q1	$342K	Sell	3,405 -2,717	-44%	-$273K	0.04%	108
2025 Q4	$615K	Sell	6,122 -956	-14%	-$96.1K	0.08%	81
2025 Q3	$713K	Sell	7,078 -1,432	-17%	-$144K	0.1%	76
2025 Q2	$857K	Buy	8,510 +650	+8%	+$65.3K	0.13%	63
2025 Q1	$791K	Buy	+7,860	New	+$790K	0.14%	70

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

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

VWM

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

OFW

Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Pathway Financial Advisors's SGOV Position: Q2 2026 in Review

Pathway Financial Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 14% in Q2 2026, selling an estimated $48.3K and leaving 2,925 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #114.

Pathway Financial Advisors first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. The position peaked at $857K in Q2 2025. 237 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Pathway Financial Advisors held 2,925 shares of iShares 0-3 Month Treasury Bond ETF worth $294K as of Q2 2026.
Pathway Financial Advisors sold 480 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $48.3K.
iShares 0-3 Month Treasury Bond ETF made up 0.03% of Pathway Financial Advisors's portfolio in Q2 2026, its #114 holding.
Pathway Financial Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Pathway Financial Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $857K in Q2 2025.
237 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.