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Approach Retirement Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Approach Retirement 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 		$1.74M Buy
+17,325
New +$1.74M 1.27% 21

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 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

Approach Retirement Advisors's SGOV Position: Q2 2026 in Review

Approach Retirement Advisors opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 17,325 shares worth $1.74M. The stake represents 1.27% of the portfolio and ranks #21 among its holdings.

753 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Approach Retirement Advisors held 17,325 shares of iShares 0-3 Month Treasury Bond ETF worth $1.74M as of Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Approach Retirement Advisors position in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 1.27% of Approach Retirement Advisors's portfolio in Q2 2026, its #21 holding.
  • 753 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.