Widmann Financial Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Widmann Financial Services’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	$1.07M	Sell	10,623 -1,250	-11%	-$126K	0.57%	51
2026 Q1	$1.2M	Buy	11,873 +7,373	+164%	+$741K	0.71%	42
2025 Q4	$452K	Buy	4,500 +1,500	+50%	+$151K	0.28%	73
2025 Q3	$302K	Hold	3,000	–	–	0.19%	90
2025 Q2	$302K	Buy	3,000 +800	+36%	+$80.4K	0.21%	89
2025 Q1	$221K	Sell	2,200 -100	-4%	-$10.1K	0.17%	92
2024 Q4	$231K	Buy	+2,300	New	+$231K	0.18%	90

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

Widmann Financial Services's SGOV Position: Q2 2026 in Review

Widmann Financial Services reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 11% in Q2 2026, selling an estimated $126K and leaving 10,623 shares worth $1.07M. The position accounts for 0.57% of the portfolio, ranked #51.

Widmann Financial Services first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.2M in Q1 2026. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Widmann Financial Services held 10,623 shares of iShares 0-3 Month Treasury Bond ETF worth $1.07M as of Q2 2026.
Widmann Financial Services sold 1,250 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $126K.
iShares 0-3 Month Treasury Bond ETF made up 0.57% of Widmann Financial Services's portfolio in Q2 2026, its #51 holding.
Widmann Financial Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Widmann Financial Services's iShares 0-3 Month Treasury Bond ETF position peaked at $1.2M in Q1 2026.
1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.