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Patriot Financial Group Insurance Agency’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Patriot Financial Group Insurance Agency’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 		$252K Buy
+2,506
New +$252K 0.03% 430

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CIM
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CI
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Wealth Enhancement Advisory Services
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FFA
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AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Wealthfront Advisers
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HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SGOV Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 2,506 shares worth $252K. The stake represents 0.03% of the portfolio and ranks #430 among its holdings.

864 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 2,506 shares of iShares 0-3 Month Treasury Bond ETF worth $252K as of Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Patriot Financial Group Insurance Agency position in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #430 holding.
  • 864 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.