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

Professional 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	$850K	Sell	8,443 -642	-7%	-$64.5K	0.15%	80
2026 Q1	$915K	Sell	9,085 -63,608	-88%	-$6.39M	0.19%	77
2025 Q4	$7.3M	Buy	72,693 +2,323	+3%	+$233K	1.49%	9
2025 Q3	$7.09M	Buy	70,370 +3,744	+6%	+$376K	1.49%	9
2025 Q2	$6.71M	Buy	66,626 +2,310	+4%	+$232K	1.56%	7
2025 Q1	$6.47M	Buy	64,316 +7,098	+12%	+$713K	1.64%	9
2024 Q4	$5.74M	Buy	57,218 +3,527	+7%	+$354K	1.47%	8
2024 Q3	$5.41M	Buy	53,691 +1,650	+3%	+$166K	1.4%	9
2024 Q2	$5.24M	Buy	52,041 +2,382	+5%	+$239K	1.45%	9
2024 Q1	$5M	Buy	49,659 +6,920	+16%	+$696K	1.43%	9
2023 Q4	$4.29M	Buy	42,739 +1,014	+2%	+$102K	1.42%	11
2023 Q3	$4.2M	Buy	+41,725	New	+$4.19M	1.9%	8

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

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

Professional Financial Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 7.1% in Q2 2026, selling an estimated $64.5K and leaving 8,443 shares worth $850K. The position accounts for 0.15% of the portfolio, ranked #80.

Professional Financial Advisors first reported a position in SGOV in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.3M in Q4 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Professional Financial Advisors held 8,443 shares of iShares 0-3 Month Treasury Bond ETF worth $850K as of Q2 2026.
Professional Financial Advisors sold 642 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $64.5K.
iShares 0-3 Month Treasury Bond ETF made up 0.15% of Professional Financial Advisors's portfolio in Q2 2026, its #80 holding.
Professional Financial Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Professional Financial Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $7.3M in Q4 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.