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

Walkner Condon 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	$628K	Sell	6,236 -4,205	-40%	-$423K	0.07%	166
2026 Q1	$1.05M	Sell	10,441 -17,847	-63%	-$1.79M	0.14%	113
2025 Q4	$2.84M	Buy	28,288 +23,704	+517%	+$2.38M	0.39%	61
2025 Q3	$462K	Sell	4,584 -1,245	-21%	-$125K	0.07%	183
2025 Q2	$587K	Sell	5,829 -500	-8%	-$50.3K	0.11%	140
2025 Q1	$637K	Buy	+6,329	New	+$636K	0.13%	124

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

Walkner Condon Financial Advisors's SGOV Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 40% in Q2 2026, selling an estimated $423K and leaving 6,236 shares worth $628K. The position accounts for 0.07% of the portfolio, ranked #166.

Walkner Condon Financial Advisors first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.84M in Q4 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Walkner Condon Financial Advisors held 6,236 shares of iShares 0-3 Month Treasury Bond ETF worth $628K as of Q2 2026.
Walkner Condon Financial Advisors sold 4,205 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $423K.
iShares 0-3 Month Treasury Bond ETF made up 0.07% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #166 holding.
Walkner Condon Financial Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Walkner Condon Financial Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $2.84M in Q4 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.