RIA Advisory Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

RIA Advisory Group’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	$42M	Buy	417,009 +17,866	+4%	+$1.8M	9.13%	3
2026 Q1	$40.2M	Buy	399,143 +388,749	+3,740%	+$39.1M	9.55%	2
2025 Q4	$1.04M	Sell	10,394 -1,729	-14%	-$174K	0.25%	63
2025 Q3	$1.22M	Sell	12,123 -3,207	-21%	-$322K	0.31%	55
2025 Q2	$1.54M	Sell	15,330 -44	-0.3%	-$4.42K	0.45%	37
2025 Q1	$1.55M	Sell	15,374 -335,208	-96%	-$33.7M	0.5%	33
2024 Q4	$35.2M	Buy	350,582 +333,716	+1,979%	+$33.5M	11.96%	2
2024 Q3	$1.7M	Buy	+16,866	New	+$1.7M	0.6%	28
2024 Q1	$32.8M	Buy	+325,747	New	+$32.7M	13.27%	2
2023 Q4	–	Sell	-442,514	Closed	-$44.5M	–	180
2023 Q3	$44.5M	Sell	442,514 -13,077	-3%	-$1.31M	19.94%	1
2023 Q2	$45.8M	Buy	455,591 +31,946	+8%	+$3.21M	19.71%	2
2023 Q1	$42.7M	Sell	423,645 -16,346	-4%	-$1.64M	19.67%	2
2022 Q4	$32.3M	Buy	+439,991	New	+$44.1M	18.75%	1

Other funds holding SGOV

CIM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

RIA Advisory Group's SGOV Position: Q2 2026 in Review

RIA Advisory Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.5% in Q2 2026, buying an estimated $1.8M and bringing the position to 417,009 shares worth $42M. The position accounts for 9.13% of the portfolio, ranked #3.

RIA Advisory Group first reported a position in SGOV in Q4 2022 and has held it in 13 quarters since. The position peaked at $45.8M in Q2 2023. 517 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

RIA Advisory Group held 417,009 shares of iShares 0-3 Month Treasury Bond ETF worth $42M as of Q2 2026.
RIA Advisory Group bought 17,866 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.8M.
iShares 0-3 Month Treasury Bond ETF made up 9.13% of RIA Advisory Group's portfolio in Q2 2026, its #3 holding.
RIA Advisory Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 13 quarters since.
RIA Advisory Group's iShares 0-3 Month Treasury Bond ETF position peaked at $45.8M in Q2 2023.
517 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.