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

Successful Portfolios’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	$3.73M	Buy	37,156 +4,043	+12%	+$406K	1.74%	14
2026 Q1	$3.33M	Buy	33,113 +2,613	+9%	+$263K	1.84%	12
2025 Q4	$3.06M	Buy	30,500 +5,781	+23%	+$581K	1.56%	13
2025 Q3	$2.49M	Sell	24,719 -264	-1%	-$26.5K	1.45%	16
2025 Q2	$2.52M	Sell	24,983 -2,835	-10%	-$285K	1.55%	15
2025 Q1	$2.8M	Buy	27,818 +2,369	+9%	+$238K	1.9%	13
2024 Q4	$2.55M	Buy	25,449 +4,206	+20%	+$423K	1.71%	15
2024 Q3	$2.14M	Buy	21,243 +5,033	+31%	+$506K	1.45%	16
2024 Q2	$1.63M	Buy	16,210 +116	+0.7%	+$11.7K	1.14%	21
2024 Q1	$1.62M	Buy	16,094 +6,446	+67%	+$648K	1.11%	23
2023 Q4	$967K	Buy	9,648 +3,017	+45%	+$303K	0.72%	34
2023 Q3	$668K	Buy	+6,631	New	+$666K	0.59%	44

Other funds holding SGOV

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return