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SGOV icon

SignatureFD’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

SignatureFD’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 		$15.9K Sell
158
-402
-72% -$40.4K ﹤0.01% 2448
2026
Q1 		$56.4K Buy
560
+550
+5,500% +$55.3K ﹤0.01% 1659
2025
Q4 		$995 Sell
10
-8
-44% -$804 ﹤0.01% 3121
2025
Q3 		$1.86K Buy
+18
New +$1.81K ﹤0.01% 2976
2024
Q4 		– Sell
-125
Closed -$12.6K – 3390
2024
Q3 		$12.6K Sell
125
-350
-74% -$35.2K ﹤0.01% 2248
2024
Q2 		$47.8K Buy
+475
New +$47.7K ﹤0.01% 1539
2024
Q1 		– Sell
-1
Closed -$100 – 3251
2023
Q4 		$100 Buy
+1
New +$100 ﹤0.01% 3086
2023
Q1 		– Sell
-692
Closed -$69.3K – 3363
2022
Q4 		$69.3K Buy
+692
New +$69.3K ﹤0.01% 1182

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

SignatureFD's SGOV Position: Q2 2026 in Review

SignatureFD reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 72% in Q2 2026, selling an estimated $40.4K and leaving 158 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2448.

SignatureFD first reported a position in SGOV in Q4 2022 and has held it in 8 quarters since. The position peaked at $69.3K in Q4 2022. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • SignatureFD held 158 shares of iShares 0-3 Month Treasury Bond ETF worth $15.9K as of Q2 2026.
  • SignatureFD sold 402 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $40.4K.
  • iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #2448 holding.
  • SignatureFD first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 8 quarters since.
  • SignatureFD's iShares 0-3 Month Treasury Bond ETF position peaked at $69.3K in Q4 2022.
  • 429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.