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 Q3	$951K	Buy	9,444 +1,001	+12%	+$101K	0.16%	76
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Professional Financial Advisors's SGOV Position: Q3 2026 in Review

Professional Financial Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 12% in Q3 2026, buying an estimated $101K and bringing the position to 9,444 shares worth $951K. The position accounts for 0.16% of the portfolio, ranked #76.

Professional Financial Advisors first reported a position in SGOV in Q3 2023 and has held it in 13 quarters since. The position peaked at $7.3M in Q4 2025. 160 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Professional Financial Advisors held 9,444 shares of iShares 0-3 Month Treasury Bond ETF worth $951K as of Q3 2026.
Professional Financial Advisors bought 1,001 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $101K.
iShares 0-3 Month Treasury Bond ETF made up 0.16% of Professional Financial Advisors's portfolio in Q3 2026, its #76 holding.
Professional Financial Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 13 quarters since.
Professional Financial Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $7.3M in Q4 2025.
160 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.