Southland Equity Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Southland Equity Partners’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	$250K	Buy	+2,486	New	+$250K	0.04%	262

Other funds holding SGOV

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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

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Southland Equity Partners's SGOV Position: Q2 2026 in Review

Southland Equity Partners opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 2,486 shares worth $250K. The stake represents 0.04% of the portfolio and ranks #262 among its holdings.

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

Southland Equity Partners held 2,486 shares of iShares 0-3 Month Treasury Bond ETF worth $250K as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new Southland Equity Partners position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.04% of Southland Equity Partners's portfolio in Q2 2026, its #262 holding.
219 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.