RIAL
SGOV icon

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

Rothwell Investment Advisors, LLC’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
Q3 		$4.07M Buy
+40,452
New +$4.07M 2.18% 7

Other funds holding SGOV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
True North Advisors
True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Hollow Brook Wealth Management
Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Rothwell Investment Advisors, LLC's SGOV Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026: 40,452 shares worth $4.07M. The stake represents 2.18% of the portfolio and ranks #7 among its holdings.

866 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Rothwell Investment Advisors, LLC held 40,452 shares of iShares 0-3 Month Treasury Bond ETF worth $4.07M as of Q3 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 2.18% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #7 holding.
  • 866 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.