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Arrien Investments’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Arrien Investments’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 		$6.96M Buy
69,156
+2,517
+4% +$253K 3.51% 11
2026
Q1 		$6.71M Buy
66,639
+5,815
+10% +$585K 3.64% 10
2025
Q4 		$6.11M Sell
60,824
-4,406
-7% -$443K 3.44% 9
2025
Q3 		$6.57M Buy
65,230
+6,401
+11% +$644K 3.84% 10
2025
Q2 		$5.92M Buy
+58,829
New +$5.91M 3.74% 9

Other funds holding SGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WC
Westerkirk Capital Victoria $1.04B AUM 28.18% 1-Year Est. Return
AWF
Alpha Wealth Funds Park City, Utah $183M AUM 8.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Arrien Investments's SGOV Position: Q2 2026 in Review

Arrien Investments increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3.8% in Q2 2026, buying an estimated $253K and bringing the position to 69,156 shares worth $6.96M. The position accounts for 3.51% of the portfolio, ranked #11.

Arrien Investments first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. 960 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Arrien Investments held 69,156 shares of iShares 0-3 Month Treasury Bond ETF worth $6.96M as of Q2 2026.
  • Arrien Investments bought 2,517 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $253K.
  • iShares 0-3 Month Treasury Bond ETF made up 3.51% of Arrien Investments's portfolio in Q2 2026, its #11 holding.
  • Arrien Investments first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 960 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Arrien Investments's 13F filing for Q2 2026, filed 30 Jul 2026.