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Waller Financial Planning Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Waller Financial Planning Group’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 		– Sell
-2,890
Closed -$291K – 82
2026
Q1 		$291K Buy
+2,890
New +$291K 0.06% 65

Other funds holding SGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Waller Financial Planning Group's SGOV Position: Q2 2026 in Review

Waller Financial Planning Group sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 2,890 shares — an estimated $291K sold.

Waller Financial Planning Group first reported a position in SGOV in Q1 2026 and held it in 1 quarter. The position peaked at $291K in Q1 2026. 864 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Waller Financial Planning Group reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Waller Financial Planning Group sold 2,890 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $291K.
  • Waller Financial Planning Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2026 and held it in 1 quarter.
  • Waller Financial Planning Group's iShares 0-3 Month Treasury Bond ETF position peaked at $291K in Q1 2026.
  • 864 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.