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

Petra 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	–	Sell	-9,198	Closed	-$926K	–	180
2026 Q1	$926K	Buy	9,198 +4,529	+97%	+$455K	0.57%	52
2025 Q4	$469K	Buy	4,669 +6	+0.1%	+$603	0.28%	95
2025 Q3	$470K	Buy	4,663 +1,349	+41%	+$136K	0.27%	96
2025 Q2	$334K	Sell	3,314 -913	-22%	-$91.8K	0.21%	109
2025 Q1	$426K	Buy	+4,227	New	+$425K	0.35%	65

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

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

Petra Financial Advisors sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 9,198 shares — an estimated $926K sold.

Petra Financial Advisors first reported a position in SGOV in Q1 2025 and held it in 5 quarters. The position peaked at $926K in Q1 2026. 427 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Petra Financial Advisors reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Petra Financial Advisors sold 9,198 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $926K.
Petra Financial Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and held it in 5 quarters.
Petra Financial Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $926K in Q1 2026.
427 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.