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

Professional Financial Management’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	$2.68M	Sell	26,608 -572	-2%	-$57.5K	2.72%	13
2026 Q1	$2.74M	Sell	27,180 -1,039	-4%	-$104K	2.85%	13
2025 Q4	$2.83M	Buy	+28,219	New	+$2.84M	3.21%	13

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 Management's SGOV Position: Q2 2026 in Review

Professional Financial Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.1% in Q2 2026, selling an estimated $57.5K and leaving 26,608 shares worth $2.68M. The position accounts for 2.72% of the portfolio, ranked #13.

Professional Financial Management first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.83M in Q4 2025. 1,299 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Professional Financial Management held 26,608 shares of iShares 0-3 Month Treasury Bond ETF worth $2.68M as of Q2 2026.
Professional Financial Management sold 572 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $57.5K.
iShares 0-3 Month Treasury Bond ETF made up 2.72% of Professional Financial Management's portfolio in Q2 2026, its #13 holding.
Professional Financial Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
Professional Financial Management's iShares 0-3 Month Treasury Bond ETF position peaked at $2.83M in Q4 2025.
1,299 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Professional Financial Management's 13F filing for Q2 2026, filed 15 Jul 2026.