4Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

4Wealth 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	$1.87M	Buy	18,595 +315	+2%	+$31.7K	1.44%	15
2026 Q1	$1.84M	Buy	18,280 +100	+0.6%	+$10.1K	1.57%	14
2025 Q4	$1.82M	Sell	18,180 -39	-0.2%	-$3.92K	1.56%	14
2025 Q3	$1.83M	Sell	18,219 -738	-4%	-$74.2K	1.64%	13
2025 Q2	$1.91M	Buy	18,957 +107	+0.6%	+$10.8K	1.94%	11
2025 Q1	$1.9M	Sell	18,850 -1,315	-7%	-$132K	2.07%	10
2024 Q4	$2.02M	Buy	+20,165	New	+$2.03M	2.03%	10

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

4Wealth Advisors's SGOV Position: Q2 2026 in Review

4Wealth Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.7% in Q2 2026, buying an estimated $31.7K and bringing the position to 18,595 shares worth $1.87M. The position accounts for 1.44% of the portfolio, ranked #15.

4Wealth Advisors first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.02M in Q4 2024. 628 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

4Wealth Advisors held 18,595 shares of iShares 0-3 Month Treasury Bond ETF worth $1.87M as of Q2 2026.
4Wealth Advisors bought 315 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $31.7K.
iShares 0-3 Month Treasury Bond ETF made up 1.44% of 4Wealth Advisors's portfolio in Q2 2026, its #15 holding.
4Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
4Wealth Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $2.02M in Q4 2024.
628 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.