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

Andrews Lucia 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	$1.19M	Buy	11,870 +9,064	+323%	+$911K	0.63%	17
2026 Q1	$282K	Sell	2,806 -1,264	-31%	-$127K	0.17%	32
2025 Q4	$409K	Buy	4,070 +970	+31%	+$97.5K	0.24%	26
2025 Q3	$312K	Buy	+3,100	New	+$312K	0.19%	29

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Andrews Lucia Wealth Management's SGOV Position: Q2 2026 in Review

Andrews Lucia Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 323% in Q2 2026, buying an estimated $911K and bringing the position to 11,870 shares worth $1.19M. The position accounts for 0.63% of the portfolio, ranked #17.

Andrews Lucia Wealth Management first reported a position in SGOV in Q3 2025 and has held it in 4 quarters since. 628 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Andrews Lucia Wealth Management held 11,870 shares of iShares 0-3 Month Treasury Bond ETF worth $1.19M as of Q2 2026.
Andrews Lucia Wealth Management bought 9,064 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $911K.
iShares 0-3 Month Treasury Bond ETF made up 0.63% of Andrews Lucia Wealth Management's portfolio in Q2 2026, its #17 holding.
Andrews Lucia Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
628 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.