ABLE Financial Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

ABLE Financial Group’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	$1.64M	Buy	+16,278	New	+$1.64M	0.26%	83

Other funds holding SGOV

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

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

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

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

ABLE Financial Group's SGOV Position: Q3 2026 in Review

ABLE Financial Group opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026: 16,278 shares worth $1.64M. The stake represents 0.26% of the portfolio and ranks #83 among its holdings.

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

ABLE Financial Group held 16,278 shares of iShares 0-3 Month Treasury Bond ETF worth $1.64M as of Q3 2026.
iShares 0-3 Month Treasury Bond ETF was a new ABLE Financial Group position in Q3 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.26% of ABLE Financial Group's portfolio in Q3 2026, its #83 holding.
702 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.