Prospera Financial Services
SGOV icon

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
Q3 		$26.1M Buy
259,371
+154,021
+146% +$15.5M 0.34% 53
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
True North Advisors
True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Hollow Brook Wealth Management
Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prospera Financial Services's SGOV Position: Q3 2026 in Review

Prospera Financial Services increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 146% in Q3 2026, buying an estimated $15.5M and bringing the position to 259,371 shares worth $26.1M. The position accounts for 0.34% of the portfolio, ranked #53.

Prospera Financial Services first reported a position in SGOV in Q2 2023 and has held it in 14 quarters since. 866 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Prospera Financial Services held 259,371 shares of iShares 0-3 Month Treasury Bond ETF worth $26.1M as of Q3 2026.
  • Prospera Financial Services bought 154,021 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $15.5M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.34% of Prospera Financial Services's portfolio in Q3 2026, its #53 holding.
  • Prospera Financial Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 14 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.