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

TrueFG’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 Q3	$253K	Buy	+2,514	New	+$253K	0.06%	62

Other funds holding SGOV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

TrueFG's SGOV Position: Q3 2026 in Review

TrueFG opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026: 2,514 shares worth $253K. The stake represents 0.06% of the portfolio and ranks #62 among its holdings.

244 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

TrueFG held 2,514 shares of iShares 0-3 Month Treasury Bond ETF worth $253K as of Q3 2026.
iShares 0-3 Month Treasury Bond ETF was a new TrueFG position in Q3 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.06% of TrueFG's portfolio in Q3 2026, its #62 holding.
244 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on TrueFG's 13F filing for Q3 2026, filed 14 Oct 2026.