Accurate Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Accurate Wealth Management’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	$6.78M	Buy	67,432 +59,156	+715%	+$5.95M	0.65%	24
2026 Q1	$832K	Buy	8,276 +2,646	+47%	+$266K	0.1%	221
2025 Q4	$566K	Buy	5,630 +180	+3%	+$18.1K	0.07%	277
2025 Q3	$548K	Hold	5,450	–	–	0.07%	276
2025 Q2	$548K	Sell	5,450 -380	-7%	-$38.2K	0.08%	249
2025 Q1	$586K	Sell	5,830 -73,992	-93%	-$7.44M	0.11%	187
2024 Q4	$8.02M	Buy	79,822 +74,343	+1,357%	+$7.47M	1.54%	9
2024 Q3	$551K	Buy	+5,479	New	+$551K	0.11%	179
2024 Q2	–	Sell	-61,748	Closed	-$6.21M	–	336
2024 Q1	$6.21M	Buy	+61,748	New	+$6.21M	1.81%	7
2023 Q4	–	Sell	-67,295	Closed	-$6.76M	–	289
2023 Q3	$6.76M	Buy	+67,295	New	+$6.76M	2.12%	10
2023 Q2	–	Sell	-6,357	Closed	-$638K	–	288
2023 Q1	$638K	Sell	6,357 -88,602	-93%	-$8.89M	0.22%	104
2022 Q4	$9.52M	Buy	+94,959	New	+$9.51M	3.5%	4
2022 Q3	–	Sell	-185,167	Closed	-$18.5M	–	209
2022 Q2	$18.5M	Buy	+185,167	New	+$18.5M	10.07%	2

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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Accurate Wealth Management's SGOV Position: Q2 2026 in Review

Accurate Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 715% in Q2 2026, buying an estimated $5.95M and bringing the position to 67,432 shares worth $6.78M. The position accounts for 0.65% of the portfolio, ranked #24.

Accurate Wealth Management first reported a position in SGOV in Q2 2022 and has held it in 13 quarters since. The position peaked at $18.5M in Q2 2022. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Accurate Wealth Management held 67,432 shares of iShares 0-3 Month Treasury Bond ETF worth $6.78M as of Q2 2026.
Accurate Wealth Management bought 59,156 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $5.95M.
iShares 0-3 Month Treasury Bond ETF made up 0.65% of Accurate Wealth Management's portfolio in Q2 2026, its #24 holding.
Accurate Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 13 quarters since.
Accurate Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $18.5M in Q2 2022.
429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.