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

True Link Financial 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	$2.92M	Sell	29,000 -7,888	-21%	-$793K	0.17%	19
2026 Q1	$3.71M	Buy	36,888 +4,339	+13%	+$436K	0.23%	17
2025 Q4	$3.27M	Buy	32,549 +714	+2%	+$71.8K	0.2%	20
2025 Q3	$3.21M	Sell	31,835 -10,944	-26%	-$1.1M	0.21%	20
2025 Q2	$4.31M	Buy	42,779 +16,575	+63%	+$1.67M	0.3%	17
2025 Q1	$2.64M	Buy	26,204 +8,079	+45%	+$812K	0.2%	21
2024 Q4	$1.82M	Buy	18,125 +133	+0.7%	+$13.4K	0.15%	18
2024 Q3	$1.81M	Buy	17,992 +72	+0.4%	+$7.24K	0.15%	19
2024 Q2	$1.8M	Sell	17,920 -3,922	-18%	-$394K	0.17%	20
2024 Q1	$2.2M	Buy	21,842 +944	+5%	+$94.9K	0.21%	17
2023 Q4	$2.1M	Buy	20,898 +4,807	+30%	+$483K	0.23%	17
2023 Q3	$1.62M	Buy	16,091 +2,858	+22%	+$287K	0.19%	31
2023 Q2	$1.33M	Sell	13,233 -2,816	-18%	-$283K	0.16%	40
2023 Q1	$1.61M	Buy	+16,049	New	+$1.61M	0.2%	37

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

True Link Financial Advisors's SGOV Position: Q2 2026 in Review

True Link Financial Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 21% in Q2 2026, selling an estimated $793K and leaving 29,000 shares worth $2.92M. The position accounts for 0.17% of the portfolio, ranked #19.

True Link Financial Advisors first reported a position in SGOV in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.31M in Q2 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

True Link Financial Advisors held 29,000 shares of iShares 0-3 Month Treasury Bond ETF worth $2.92M as of Q2 2026.
True Link Financial Advisors sold 7,888 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $793K.
iShares 0-3 Month Treasury Bond ETF made up 0.17% of True Link Financial Advisors's portfolio in Q2 2026, its #19 holding.
True Link Financial Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
True Link Financial Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $4.31M in Q2 2025.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.