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

Summit Financial 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	$320K	Hold	3,174	–	–	0.04%	168
2026 Q1	$319K	Hold	3,174	–	–	0.05%	146
2025 Q4	$319K	Sell	3,174 -303	-9%	-$30.5K	0.05%	143
2025 Q3	$349K	Hold	3,477	–	–	0.05%	123
2025 Q2	$350K	Sell	3,477 -800	-19%	-$80.4K	0.06%	119
2025 Q1	$431K	Hold	4,277	–	–	0.09%	98
2024 Q4	$429K	Hold	4,277	–	–	0.08%	99
2024 Q3	$431K	Hold	4,277	–	–	0.08%	95
2024 Q2	$431K	Hold	4,277	–	–	0.09%	85
2024 Q1	$431K	Sell	4,277 -420	-9%	-$42.2K	0.09%	87
2023 Q4	$471K	Hold	4,697	–	–	0.11%	80
2023 Q3	$471K	Buy	+4,697	New	+$472K	0.12%	75

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

Summit Financial Wealth Advisors's SGOV Position: Q2 2026 in Review

Summit Financial Wealth Advisors held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 3,174 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #168.

Summit Financial Wealth Advisors first reported a position in SGOV in Q3 2023 and has held it in 12 quarters since. The position peaked at $471K in Q3 2023. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Summit Financial Wealth Advisors held 3,174 shares of iShares 0-3 Month Treasury Bond ETF worth $320K as of Q2 2026.
Summit Financial Wealth Advisors left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.04% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #168 holding.
Summit Financial Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Summit Financial Wealth Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $471K in Q3 2023.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.