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B. Riley Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

B. Riley Wealth 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 		$2.65M Sell
26,286
-640
-2% -$64.3K 0.14% 149
2026
Q1 		$2.71M Sell
26,926
-5,265
-16% -$529K 0.17% 131
2025
Q4 		$3.23M Sell
32,191
-11,187
-26% -$1.12M 0.15% 144
2025
Q3 		$4.37M Sell
43,378
-649
-1% -$65.3K 0.2% 102
2025
Q2 		$4.43M Buy
+44,027
New +$4.43M 0.21% 103
2024
Q4 		$4.38M Buy
43,678
+9,967
+30% +$1M 0.14% 154
2024
Q3 		$3.4M Buy
33,711
+2,888
+9% +$290K 0.09% 212
2024
Q2 		$3.1M Buy
30,823
+18,269
+146% +$1.84M 0.08% 236
2024
Q1 		$1.26M Sell
12,554
-21,254
-63% -$2.14M 0.03% 461
2023
Q4 		$3.39M Buy
33,808
+21,254
+169% +$2.13M 0.09% 229
2023
Q3 		$1.26M Buy
12,554
+9,110
+265% +$915K 0.03% 461
2023
Q2 		$347K Sell
3,444
-32,868
-91% -$3.3M 0.01% 1039
2023
Q1 		$3.65M Sell
36,312
-33,061
-48% -$3.32M 0.1% 213
2022
Q4 		$6.95M Buy
69,373
+6,093
+10% +$610K 0.19% 119
2022
Q3 		$6.35M Buy
+63,280
New +$6.34M 0.19% 118

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
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VWM
Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
OFW
Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

B. Riley Wealth Advisors's SGOV Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.4% in Q2 2026, selling an estimated $64.3K and leaving 26,286 shares worth $2.65M. The position accounts for 0.14% of the portfolio, ranked #149.

B. Riley Wealth Advisors first reported a position in SGOV in Q3 2022 and has held it in 15 quarters since. The position peaked at $6.95M in Q4 2022. 253 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • B. Riley Wealth Advisors held 26,286 shares of iShares 0-3 Month Treasury Bond ETF worth $2.65M as of Q2 2026.
  • B. Riley Wealth Advisors sold 640 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $64.3K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.14% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #149 holding.
  • B. Riley Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • B. Riley Wealth Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $6.95M in Q4 2022.
  • 253 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.