AlTi Global
SGOV icon

AlTi Global’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

AlTi Global’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 		$593K Buy
+5,894
New +$593K 0.01% 308
2025
Q3 		– Sell
-2,506
Closed -$252K – 448
2025
Q2 		$252K Sell
2,506
-2,395
-49% -$241K 0.01% 377
2025
Q1 		$493K Buy
4,901
+1,010
+26% +$102K 0.01% 280
2024
Q4 		$391K Buy
+3,891
New +$391K 0.01% 311

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True North Advisors
True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return
Equity Investment Corp
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Hollow Brook Wealth Management
Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

AlTi Global's SGOV Position: Q3 2026 in Review

AlTi Global opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026: 5,894 shares worth $593K. The stake represents 0.01% of the portfolio and ranks #308 among its holdings. This is a return to the name: AlTi Global previously reported a position in SGOV as recently as Q2 2025.

AlTi Global first reported a position in SGOV in Q4 2024 and has held it in 4 quarters since. 989 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • AlTi Global held 5,894 shares of iShares 0-3 Month Treasury Bond ETF worth $593K as of Q3 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new AlTi Global position in Q3 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.01% of AlTi Global's portfolio in Q3 2026, its #308 holding.
  • AlTi Global first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • 989 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on AlTi Global's 13F filing for Q3 2026, filed 9 Nov 2026.