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

Symphony Financial’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	$238K	Sell	2,368 -1,576	-40%	-$158K	0.03%	318
2026 Q1	$397K	Sell	3,944 -2,665	-40%	-$268K	0.05%	192
2025 Q4	$663K	Buy	+6,609	New	+$664K	0.09%	138
2025 Q1	–	Sell	-2,488	Closed	-$250K	–	192
2024 Q4	$250K	Sell	2,488 -65	-3%	-$6.53K	0.04%	194
2024 Q3	$257K	Buy	2,553 +1	+0%	+$101	0.04%	194
2024 Q2	$257K	Buy	2,552 +1	+0%	+$101	0.05%	182
2024 Q1	$257K	Hold	2,551	–	–	0.06%	159
2023 Q4	$256K	Buy	+2,551	New	+$256K	0.06%	174

Other funds holding SGOV

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

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

CIM

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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Symphony Financial's SGOV Position: Q2 2026 in Review

Symphony Financial reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 40% in Q2 2026, selling an estimated $158K and leaving 2,368 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #318.

Symphony Financial first reported a position in SGOV in Q4 2023 and has held it in 8 quarters since. The position peaked at $663K in Q4 2025. 1,128 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Symphony Financial held 2,368 shares of iShares 0-3 Month Treasury Bond ETF worth $238K as of Q2 2026.
Symphony Financial sold 1,576 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $158K.
iShares 0-3 Month Treasury Bond ETF made up 0.03% of Symphony Financial's portfolio in Q2 2026, its #318 holding.
Symphony Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 8 quarters since.
Symphony Financial's iShares 0-3 Month Treasury Bond ETF position peaked at $663K in Q4 2025.
1,128 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.