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

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

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return