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RAFFA WEALTH MANAGEMENT, LLC’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$69.9M Buy
694,542
+34,071
+5% +$3.43M 8.81% 2
2026
Q1 		$66.5M Sell
660,471
-34,135
-5% -$3.43M 10.38% 1
2025
Q4 		$69.7M Buy
694,606
+58,761
+9% +$5.91M 10.72% 1
2025
Q3 		$64M Buy
635,845
+81,331
+15% +$8.18M 11.5% 2
2025
Q2 		$55.8M Sell
554,514
-2,383
-0.4% -$240K 11.17% 2
2025
Q1 		$56.1M Buy
556,897
+1,192
+0.2% +$120K 12.76% 2
2024
Q4 		$55.7M Buy
555,705
+46,556
+9% +$4.68M 12.97% 2
2024
Q3 		$51.3M Buy
509,149
+294,207
+137% +$29.6M 12.38% 2
2024
Q2 		$21.6M Buy
214,942
+29,282
+16% +$2.94M 6.14% 4
2024
Q1 		$18.7M Sell
185,660
-741
-0.4% -$74.5K 5.57% 5
2023
Q4 		$18.7M Buy
186,401
+14,412
+8% +$1.45M 5.68% 4
2023
Q3 		$17.3M Buy
171,989
+21,711
+14% +$2.18M 5.89% 4
2023
Q2 		$15.1M Buy
150,278
+43,585
+41% +$4.38M 5.16% 5
2023
Q1 		$10.7M Buy
106,693
+6,586
+7% +$661K 3.9% 5
2022
Q4 		$10M Buy
100,107
+12,355
+14% +$1.24M 4.1% 5
2022
Q3 		$8.8M Buy
+87,752
New +$8.79M 3.9% 6

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
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SGOV Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 5.2% in Q2 2026, buying an estimated $3.43M and bringing the position to 694,542 shares worth $69.9M. The position accounts for 8.81% of the portfolio, ranked #2.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SGOV in Q3 2022 and has held it in 16 quarters since. 480 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 694,542 shares of iShares 0-3 Month Treasury Bond ETF worth $69.9M as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 34,071 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $3.43M.
  • iShares 0-3 Month Treasury Bond ETF made up 8.81% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #2 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 480 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.