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

Aaron Wealth 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 Q3	$930K	Sell	9,239 -41,799	-82%	-$4.2M	0.05%	262
2026 Q2	$5.14M	Sell	51,038 -596,343	-92%	-$60M	0.26%	46
2026 Q1	$65.2M	Sell	647,381 -510,753	-44%	-$51.3M	3.7%	5
2025 Q4	$116M	Sell	1,158,134 -491,481	-30%	-$49.4M	6.35%	1
2025 Q3	$166M	Buy	+1,649,615	New	+$166M	9.84%	1

Other funds holding SGOV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Aaron Wealth Advisors's SGOV Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 82% in Q3 2026, selling an estimated $4.2M and leaving 9,239 shares worth $930K. The position accounts for 0.05% of the portfolio, ranked #262.

Aaron Wealth Advisors first reported a position in SGOV in Q3 2025 and has held it in 5 quarters since. The position peaked at $166M in Q3 2025. 166 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Aaron Wealth Advisors held 9,239 shares of iShares 0-3 Month Treasury Bond ETF worth $930K as of Q3 2026.
Aaron Wealth Advisors sold 41,799 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $4.2M.
iShares 0-3 Month Treasury Bond ETF made up 0.05% of Aaron Wealth Advisors's portfolio in Q3 2026, its #262 holding.
Aaron Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 5 quarters since.
Aaron Wealth Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $166M in Q3 2025.
166 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.