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

Alta 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	$1.75M	Buy	17,413 +77	+0.4%	+$7.74K	0.48%	47
2026 Q1	$1.75M	Sell	17,336 -1,829	-10%	-$184K	0.57%	41
2025 Q4	$1.92M	Buy	19,165 +3,221	+20%	+$324K	0.64%	35
2025 Q3	$1.61M	Buy	+15,944	New	+$1.6M	0.58%	41
2025 Q2	–	Sell	-14,474	Closed	-$1.46M	–	142
2025 Q1	$1.46M	Buy	14,474 +5,071	+54%	+$510K	0.67%	33
2024 Q4	$943K	Buy	+9,403	New	+$945K	0.41%	54

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

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

Alta Wealth Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.44% in Q2 2026, buying an estimated $7.74K and bringing the position to 17,413 shares worth $1.75M. The position accounts for 0.48% of the portfolio, ranked #47.

Alta Wealth Advisors first reported a position in SGOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.92M in Q4 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Alta Wealth Advisors held 17,413 shares of iShares 0-3 Month Treasury Bond ETF worth $1.75M as of Q2 2026.
Alta Wealth Advisors bought 77 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $7.74K.
iShares 0-3 Month Treasury Bond ETF made up 0.48% of Alta Wealth Advisors's portfolio in Q2 2026, its #47 holding.
Alta Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Alta Wealth Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $1.92M in Q4 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.