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Altus Wealth Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Altus Wealth 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
Q2 		$1.47M Sell
14,617
-3,548
-20% -$357K 0.53% 32
2026
Q1 		$1.83M Buy
18,165
+4,414
+32% +$444K 0.75% 29
2025
Q4 		$1.38M Buy
13,751
+1,883
+16% +$189K 0.55% 35
2025
Q3 		$1.2M Buy
11,868
+2
+0% +$201 0.49% 40
2025
Q2 		$1.19M Buy
11,866
+4,122
+53% +$414K 0.53% 41
2025
Q1 		$780K Sell
7,744
-21,675
-74% -$2.18M 0.37% 54
2024
Q4 		$2.95M Buy
29,419
+2,844
+11% +$286K 1.31% 18
2024
Q3 		$2.68M Buy
+26,575
New +$2.67M 1.14% 19

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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
VWM
Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
OFW
Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Altus Wealth Group's SGOV Position: Q2 2026 in Review

Altus Wealth Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 20% in Q2 2026, selling an estimated $357K and leaving 14,617 shares worth $1.47M. The position accounts for 0.53% of the portfolio, ranked #32.

Altus Wealth Group first reported a position in SGOV in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.95M in Q4 2024. 237 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Altus Wealth Group held 14,617 shares of iShares 0-3 Month Treasury Bond ETF worth $1.47M as of Q2 2026.
  • Altus Wealth Group sold 3,548 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $357K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.53% of Altus Wealth Group's portfolio in Q2 2026, its #32 holding.
  • Altus Wealth Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Altus Wealth Group's iShares 0-3 Month Treasury Bond ETF position peaked at $2.95M in Q4 2024.
  • 237 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.