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Seamount Financial Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Seamount Financial 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 		$206K Buy
+2,051
New +$206K 0.08% 139

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FFA
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SWM
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JFA
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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

Seamount Financial Group's SGOV Position: Q2 2026 in Review

Seamount Financial Group opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 2,051 shares worth $206K. The stake represents 0.08% of the portfolio and ranks #139 among its holdings.

429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Seamount Financial Group held 2,051 shares of iShares 0-3 Month Treasury Bond ETF worth $206K as of Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Seamount Financial Group position in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.08% of Seamount Financial Group's portfolio in Q2 2026, its #139 holding.
  • 429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.