AssetMark Inc
SGOV icon

AssetMark Inc’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

AssetMark Inc’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 		$3.92M Sell
38,952
-6,197
-14% -$623K 0.01% 791
2026
Q2 		$4.55M Buy
45,149
+14,392
+47% +$1.45M 0.01% 753
2026
Q1 		$3.1M Sell
30,757
-24,463
-44% -$2.46M 0.01% 781
2025
Q4 		$5.54M Buy
55,220
+18,337
+50% +$1.84M 0.01% 635
2025
Q3 		$3.71M Sell
36,883
-6,188
-14% -$622K 0.01% 692
2025
Q2 		$4.34M Sell
43,071
-35,128
-45% -$3.53M 0.01% 620
2025
Q1 		$7.87M Buy
78,199
+41,267
+112% +$4.15M 0.02% 402
2024
Q4 		$3.71M Buy
36,932
+25,222
+215% +$2.53M 0.01% 566
2024
Q3 		$1.18M Buy
11,710
+2,770
+31% +$278K ﹤0.01% 758
2024
Q2 		$900K Sell
8,940
-657
-7% -$66K ﹤0.01% 791
2024
Q1 		$967K Sell
9,597
-36,013
-79% -$3.62M ﹤0.01% 733
2023
Q4 		$4.57M Buy
45,610
+38,963
+586% +$3.91M 0.02% 392
2023
Q3 		$669K Sell
6,647
-611
-8% -$61.4K ﹤0.01% 706
2023
Q2 		$730K Buy
7,258
+238
+3% +$23.9K ﹤0.01% 661
2023
Q1 		$706K Sell
7,020
-9,588
-58% -$962K ﹤0.01% 659
2022
Q4 		$1.66M Sell
16,608
-8,521
-34% -$854K 0.01% 463
2022
Q3 		$2.52M Buy
25,129
+19,775
+369% +$1.98M 0.01% 351
2022
Q2 		$536K Buy
5,354
+5,323
+17,171% +$533K ﹤0.01% 620
2022
Q1 		$3K Buy
+31
New +$3.1K ﹤0.01% 1378

Other funds holding SGOV

True North Advisors
True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Peavine Capital
Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

AssetMark Inc's SGOV Position: Q3 2026 in Review

AssetMark Inc reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 14% in Q3 2026, selling an estimated $623K and leaving 38,952 shares worth $3.92M. The position accounts for 0.01% of the portfolio, ranked #791.

AssetMark Inc first reported a position in SGOV in Q1 2022 and has held it in 19 quarters since. The position peaked at $7.87M in Q1 2025. 771 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • AssetMark Inc held 38,952 shares of iShares 0-3 Month Treasury Bond ETF worth $3.92M as of Q3 2026.
  • AssetMark Inc sold 6,197 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $623K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.01% of AssetMark Inc's portfolio in Q3 2026, its #791 holding.
  • AssetMark Inc first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and has held it in 19 quarters since.
  • AssetMark Inc's iShares 0-3 Month Treasury Bond ETF position peaked at $7.87M in Q1 2025.
  • 771 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.