Advisory Solutions Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Advisory Solutions 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	$1.43M	Buy	+14,180	New	+$1.43M	0.3%	86

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

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

Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return

Advisory Solutions Group's SGOV Position: Q3 2026 in Review

Advisory Solutions Group opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026: 14,180 shares worth $1.43M. The stake represents 0.3% of the portfolio and ranks #86 among its holdings.

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

Advisory Solutions Group held 14,180 shares of iShares 0-3 Month Treasury Bond ETF worth $1.43M as of Q3 2026.
iShares 0-3 Month Treasury Bond ETF was a new Advisory Solutions Group position in Q3 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.3% of Advisory Solutions Group's portfolio in Q3 2026, its #86 holding.
633 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

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