SFMG Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

SFMG Wealth Advisors’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	$2.35M	Buy	23,359 +7,985	+52%	+$803K	0.14%	72
2026 Q1	$1.55M	Buy	15,374 +506	+3%	+$50.9K	0.1%	88
2025 Q4	$1.49M	Buy	14,868 +8,031	+117%	+$807K	0.1%	86
2025 Q3	$688K	Sell	6,837 -157,544	-96%	-$15.8M	0.05%	138
2025 Q2	$16.6M	Buy	164,381 +3,043	+2%	+$306K	1.24%	14
2025 Q1	$16.2M	Buy	+161,338	New	+$16.2M	1.28%	12
2024 Q1	–	Sell	-5,446	Closed	-$546K	–	293
2023 Q4	$546K	Buy	+5,446	New	+$547K	0.05%	126

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SFMG Wealth Advisors's SGOV Position: Q2 2026 in Review

SFMG Wealth Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 52% in Q2 2026, buying an estimated $803K and bringing the position to 23,359 shares worth $2.35M. The position accounts for 0.14% of the portfolio, ranked #72.

SFMG Wealth Advisors first reported a position in SGOV in Q4 2023 and has held it in 7 quarters since. The position peaked at $16.6M in Q2 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

SFMG Wealth Advisors held 23,359 shares of iShares 0-3 Month Treasury Bond ETF worth $2.35M as of Q2 2026.
SFMG Wealth Advisors bought 7,985 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $803K.
iShares 0-3 Month Treasury Bond ETF made up 0.14% of SFMG Wealth Advisors's portfolio in Q2 2026, its #72 holding.
SFMG Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 7 quarters since.
SFMG Wealth Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $16.6M in Q2 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.