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Prospera Financial Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Prospera Financial Services’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
105,350
+54,599
+108% +$5.49M 0.15% 149
2026
Q1 		$5.11M Buy
50,751
+377
+0.7% +$37.9K 0.08% 254
2025
Q4 		$5.06M Buy
50,374
+24,196
+92% +$2.43M 0.08% 243
2025
Q3 		$2.64M Buy
26,178
+3,067
+13% +$308K 0.05% 411
2025
Q2 		$2.33M Buy
23,111
+20,146
+679% +$2.03M 0.04% 424
2025
Q1 		$298K Sell
2,965
-297
-9% -$29.9K 0.01% 989
2024
Q4 		$327K Sell
3,262
-249
-7% -$25K 0.01% 895
2024
Q3 		$354K Sell
3,511
-303
-8% -$30.5K 0.01% 858
2024
Q2 		$384K Sell
3,814
-521
-12% -$52.4K 0.01% 815
2024
Q1 		$437K Buy
4,335
+720
+20% +$72.4K 0.01% 749
2023
Q4 		$362K Sell
3,615
-328
-8% -$32.9K 0.01% 770
2023
Q3 		$397K Buy
3,943
+1,343
+52% +$135K 0.02% 689
2023
Q2 		$262K Buy
+2,600
New +$261K 0.01% 862

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VWM
Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
OFW
Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Prospera Financial Services's SGOV Position: Q2 2026 in Review

Prospera Financial Services increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 108% in Q2 2026, buying an estimated $5.49M and bringing the position to 105,350 shares worth $10.6M. The position accounts for 0.15% of the portfolio, ranked #149.

Prospera Financial Services first reported a position in SGOV in Q2 2023 and has held it in 13 quarters since. 227 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Prospera Financial Services held 105,350 shares of iShares 0-3 Month Treasury Bond ETF worth $10.6M as of Q2 2026.
  • Prospera Financial Services bought 54,599 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $5.49M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.15% of Prospera Financial Services's portfolio in Q2 2026, its #149 holding.
  • Prospera Financial Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 227 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

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