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Rochester Wealth Strategies’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Rochester Wealth Strategies’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 		$3.01M Sell
29,902
-2,548
-8% -$256K 1.67% 15
2026
Q1 		$3.27M Buy
32,450
+3,833
+13% +$385K 1.98% 13
2025
Q4 		$2.87M Sell
28,617
-8,379
-23% -$842K 1.8% 13
2025
Q3 		$3.73M Buy
36,996
+2,621
+8% +$264K 2.44% 13
2025
Q2 		$3.46M Buy
34,375
+9,467
+38% +$952K 2.48% 13
2025
Q1 		$2.51M Buy
+24,908
New +$2.5M 1.99% 13

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 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
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 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

Rochester Wealth Strategies's SGOV Position: Q2 2026 in Review

Rochester Wealth Strategies reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 7.9% in Q2 2026, selling an estimated $256K and leaving 29,902 shares worth $3.01M. The position accounts for 1.67% of the portfolio, ranked #15.

Rochester Wealth Strategies first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.73M in Q3 2025. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Rochester Wealth Strategies held 29,902 shares of iShares 0-3 Month Treasury Bond ETF worth $3.01M as of Q2 2026.
  • Rochester Wealth Strategies sold 2,548 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $256K.
  • iShares 0-3 Month Treasury Bond ETF made up 1.67% of Rochester Wealth Strategies's portfolio in Q2 2026, its #15 holding.
  • Rochester Wealth Strategies first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Rochester Wealth Strategies's iShares 0-3 Month Treasury Bond ETF position peaked at $3.73M in Q3 2025.
  • 429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Rochester Wealth Strategies's 13F filing for Q2 2026, filed 22 Jul 2026.