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 Q3	$5.76M	Sell	57,166 -56,065	-50%	-$5.64M	0.29%	69
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	$9.9M	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Robinhood Asset Management Menlo Park, California $2.11B AUM 21.56% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

PFG Advisors's SGOV Position: Q3 2026 in Review

PFG Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 50% in Q3 2026, selling an estimated $5.64M and leaving 57,166 shares worth $5.76M. The position accounts for 0.29% of the portfolio, ranked #69.

PFG Advisors first reported a position in SGOV in Q2 2023 and has held it in 12 quarters since. The position peaked at $17.1M in Q1 2026. 1,251 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

PFG Advisors held 57,166 shares of iShares 0-3 Month Treasury Bond ETF worth $5.76M as of Q3 2026.
PFG Advisors sold 56,065 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $5.64M.
iShares 0-3 Month Treasury Bond ETF made up 0.29% of PFG Advisors's portfolio in Q3 2026, its #69 holding.
PFG Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
PFG Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $17.1M in Q1 2026.
1,251 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.