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

PFG 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	$11.4M	Sell	113,231 -56,273	-33%	-$5.66M	0.57%	30
2026 Q1	$17.1M	Buy	169,504 +70,455	+71%	+$7.08M	0.83%	17
2025 Q4	$9.94M	Sell	99,049 -8,914	-8%	-$896K	0.48%	47
2025 Q3	$10.9M	Buy	107,963 +18,756	+21%	+$1.89M	0.45%	48
2025 Q2	$8.98M	Buy	89,207 +70,226	+370%	+$7.06M	0.41%	41
2025 Q1	$1.91M	Buy	18,981 +6,999	+58%	+$703K	0.11%	226
2024 Q4	$1.2M	Buy	11,982 +8,893	+288%	+$893K	0.07%	271
2024 Q3	$311K	Buy	+3,089	New	+$311K	0.02%	582
2024 Q1	–	Sell	-2,943	Closed	-$295K	–	664
2023 Q4	$295K	Sell	2,943 -78,221	-96%	-$7.85M	0.02%	488
2023 Q3	$8.17M	Buy	81,164 +72,153	+801%	+$7.25M	0.73%	28
2023 Q2	$907K	Buy	+9,011	New	+$905K	0.07%	307

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

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

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

PFG Advisors's SGOV Position: Q2 2026 in Review

PFG Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 33% in Q2 2026, selling an estimated $5.66M and leaving 113,231 shares worth $11.4M. The position accounts for 0.57% of the portfolio, ranked #30.

PFG Advisors first reported a position in SGOV in Q2 2023 and has held it in 11 quarters since. The position peaked at $17.1M in Q1 2026. 517 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

PFG Advisors held 113,231 shares of iShares 0-3 Month Treasury Bond ETF worth $11.4M as of Q2 2026.
PFG Advisors sold 56,273 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $5.66M.
iShares 0-3 Month Treasury Bond ETF made up 0.57% of PFG Advisors's portfolio in Q2 2026, its #30 holding.
PFG Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 11 quarters since.
PFG Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $17.1M in Q1 2026.
517 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.