YHB Investment Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

YHB Investment 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	$987K	Sell	9,800 -690	-7%	-$69.4K	0.06%	177
2026 Q1	$1.06M	Buy	10,490 +490	+5%	+$49.3K	0.08%	163
2025 Q4	$1M	Buy	10,000 +1,500	+18%	+$151K	0.07%	166
2025 Q3	$856K	Sell	8,500 -6,050	-42%	-$608K	0.06%	176
2025 Q2	$1.47M	Buy	14,550 +5,850	+67%	+$588K	0.11%	139
2025 Q1	$876K	Buy	8,700 +5,500	+172%	+$553K	0.07%	157
2024 Q4	$321K	Buy	+3,200	New	+$321K	0.03%	225
2024 Q3	–	Sell	-36,194	Closed	-$3.65M	–	288
2024 Q2	$3.65M	Buy	36,194 +16,280	+82%	+$1.64M	0.31%	77
2024 Q1	$2.01M	Buy	+19,914	New	+$2M	0.18%	117
2023 Q3	–	Sell	-5,000	Closed	-$503K	–	283
2023 Q2	$503K	Buy	+5,000	New	+$502K	0.05%	188
2022 Q4	–	Sell	-7,750	Closed	-$777K	–	289
2022 Q3	$777K	Sell	7,750 -14,750	-66%	-$1.48M	0.09%	160
2022 Q2	$2.25M	Buy	+22,500	New	+$2.25M	0.24%	103

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

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

YHB Investment Advisors's SGOV Position: Q2 2026 in Review

YHB Investment Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 6.6% in Q2 2026, selling an estimated $69.4K and leaving 9,800 shares worth $987K. The position accounts for 0.06% of the portfolio, ranked #177.

YHB Investment Advisors first reported a position in SGOV in Q2 2022 and has held it in 12 quarters since. The position peaked at $3.65M in Q2 2024. 484 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

YHB Investment Advisors held 9,800 shares of iShares 0-3 Month Treasury Bond ETF worth $987K as of Q2 2026.
YHB Investment Advisors sold 690 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $69.4K.
iShares 0-3 Month Treasury Bond ETF made up 0.06% of YHB Investment Advisors's portfolio in Q2 2026, its #177 holding.
YHB Investment Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 12 quarters since.
YHB Investment Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $3.65M in Q2 2024.
484 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.