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
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

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
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
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

AssetMark Inc's SGOV Position: Q2 2026 in Review

AssetMark Inc increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 47% in Q2 2026, buying an estimated $1.45M and bringing the position to 45,149 shares worth $4.55M. The position accounts for 0.01% of the portfolio, ranked #753.

AssetMark Inc first reported a position in SGOV in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.87M in Q1 2025. 628 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • AssetMark Inc held 45,149 shares of iShares 0-3 Month Treasury Bond ETF worth $4.55M as of Q2 2026.
  • AssetMark Inc bought 14,392 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.45M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.01% of AssetMark Inc's portfolio in Q2 2026, its #753 holding.
  • AssetMark Inc first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • AssetMark Inc's iShares 0-3 Month Treasury Bond ETF position peaked at $7.87M in Q1 2025.
  • 628 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.