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

Alterna 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	$4.95M	Buy	49,193 +1,623	+3%	+$163K	2.84%	9
2026 Q1	$4.79M	Buy	47,570 +9,735	+26%	+$979K	3.63%	6
2025 Q4	$3.8M	Sell	37,835 -4,928	-12%	-$495K	3.17%	4
2025 Q3	$4.31M	Sell	42,763 -1,104	-3%	-$111K	3.55%	5
2025 Q2	$4.42M	Sell	43,867 -783	-2%	-$78.7K	3.54%	6
2025 Q1	$4.49M	Buy	44,650 +24,164	+118%	+$2.43M	3.41%	6
2024 Q4	$2.06M	Buy	20,486 +3,823	+23%	+$384K	1.73%	16
2024 Q3	$1.68M	Sell	16,663 -4,773	-22%	-$480K	1.51%	18
2024 Q2	$2.16M	Buy	+21,436	New	+$2.15M	1.89%	15

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

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

Alterna Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3.4% in Q2 2026, buying an estimated $163K and bringing the position to 49,193 shares worth $4.95M. The position accounts for 2.84% of the portfolio, ranked #9.

Alterna Wealth Management first reported a position in SGOV in Q2 2024 and has held it in 9 quarters since. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Alterna Wealth Management held 49,193 shares of iShares 0-3 Month Treasury Bond ETF worth $4.95M as of Q2 2026.
Alterna Wealth Management bought 1,623 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $163K.
iShares 0-3 Month Treasury Bond ETF made up 2.84% of Alterna Wealth Management's portfolio in Q2 2026, its #9 holding.
Alterna Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.