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

PFG Investments’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	$10.6M	Buy	105,259 +14,608	+16%	+$1.47M	0.41%	43
2026 Q1	$9.12M	Buy	90,651 +33,704	+59%	+$3.39M	0.43%	41
2025 Q4	$5.72M	Buy	56,947 +11,724	+26%	+$1.18M	0.27%	67
2025 Q3	$4.55M	Buy	45,223 +5,577	+14%	+$561K	0.24%	78
2025 Q2	$3.99M	Buy	39,646 +9,695	+32%	+$975K	0.23%	77
2025 Q1	$3.02M	Buy	29,951 +3,288	+12%	+$330K	0.19%	96
2024 Q4	$2.67M	Buy	26,663 +118	+0.4%	+$11.9K	0.17%	107
2024 Q3	$2.67M	Buy	26,545 +17,975	+210%	+$1.81M	0.17%	106
2024 Q2	$863K	Buy	8,570 +636	+8%	+$63.9K	0.06%	298
2024 Q1	$799K	Buy	+7,934	New	+$797K	0.05%	382
2023 Q4	–	Sell	-3,618	Closed	-$364K	–	541
2023 Q3	$364K	Buy	+3,618	New	+$363K	0.07%	311

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PFG Investments's SGOV Position: Q2 2026 in Review

PFG Investments increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 16% in Q2 2026, buying an estimated $1.47M and bringing the position to 105,259 shares worth $10.6M. The position accounts for 0.41% of the portfolio, ranked #43.

PFG Investments first reported a position in SGOV in Q3 2023 and has held it in 11 quarters since. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

PFG Investments held 105,259 shares of iShares 0-3 Month Treasury Bond ETF worth $10.6M as of Q2 2026.
PFG Investments bought 14,608 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.47M.
iShares 0-3 Month Treasury Bond ETF made up 0.41% of PFG Investments's portfolio in Q2 2026, its #43 holding.
PFG Investments first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.