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

Toth Financial Advisory’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 		$9.73M Sell
96,660
-84,207
-47% -$8.47M 0.95% 34
2026
Q1 		$18.2M Buy
+180,867
New +$18.2M 2% 6
2024
Q4 		– Sell
-60
Closed -$6.04K – 747
2024
Q3 		$6.04K Buy
+60
New +$6.03K ﹤0.01% 502

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
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
VWM
Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
OFW
Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

Toth Financial Advisory's SGOV Position: Q2 2026 in Review

Toth Financial Advisory reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 47% in Q2 2026, selling an estimated $8.47M and leaving 96,660 shares worth $9.73M. The position accounts for 0.95% of the portfolio, ranked #34.

Toth Financial Advisory first reported a position in SGOV in Q3 2024 and has held it in 3 quarters since. The position peaked at $18.2M in Q1 2026. 262 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Toth Financial Advisory held 96,660 shares of iShares 0-3 Month Treasury Bond ETF worth $9.73M as of Q2 2026.
  • Toth Financial Advisory sold 84,207 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $8.47M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.95% of Toth Financial Advisory's portfolio in Q2 2026, its #34 holding.
  • Toth Financial Advisory first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • Toth Financial Advisory's iShares 0-3 Month Treasury Bond ETF position peaked at $18.2M in Q1 2026.
  • 262 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.