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

Acumen 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 Q2	$20K	Buy	199 +37	+23%	+$3.72K	﹤0.01%	241
2026 Q1	$16.3K	Buy	162 +155	+2,214%	+$15.6K	﹤0.01%	245
2025 Q4	$703	Buy	+7	New	+$703	﹤0.01%	469

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Acumen Wealth Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 23% in Q2 2026, buying an estimated $3.72K and bringing the position to 199 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Acumen Wealth Advisors first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Acumen Wealth Advisors held 199 shares of iShares 0-3 Month Treasury Bond ETF worth $20K as of Q2 2026.
Acumen Wealth Advisors bought 37 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $3.72K.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #241 holding.
Acumen Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.