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

Penney Financial’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	$15.6M	Sell	155,055 -17,451	-10%	-$1.75M	5.46%	5
2026 Q1	$17.4M	Sell	172,506 -11,191	-6%	-$1.12M	6.66%	4
2025 Q4	$18.4M	Buy	183,697 +65,881	+56%	+$6.62M	7.12%	4
2025 Q3	$11.9M	Buy	117,816 +37,850	+47%	+$3.81M	5.31%	4
2025 Q2	$8.05M	Buy	+79,966	New	+$8.04M	4.09%	5

Other funds holding SGOV

CIM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

Penney Financial's SGOV Position: Q2 2026 in Review

Penney Financial reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 10% in Q2 2026, selling an estimated $1.75M and leaving 155,055 shares worth $15.6M. The position accounts for 5.46% of the portfolio, ranked #5.

Penney Financial first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. The position peaked at $18.4M in Q4 2025. 675 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Penney Financial held 155,055 shares of iShares 0-3 Month Treasury Bond ETF worth $15.6M as of Q2 2026.
Penney Financial sold 17,451 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.75M.
iShares 0-3 Month Treasury Bond ETF made up 5.46% of Penney Financial's portfolio in Q2 2026, its #5 holding.
Penney Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Penney Financial's iShares 0-3 Month Treasury Bond ETF position peaked at $18.4M in Q4 2025.
675 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Penney Financial's 13F filing for Q2 2026, filed 22 Jul 2026.