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Bannerman Wealth Management Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bannerman Wealth Management Group’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 		$244K Buy
+2,425
New +$244K 0.14% 35

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 22.94% 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
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

Bannerman Wealth Management Group's SGOV Position: Q2 2026 in Review

Bannerman Wealth Management Group opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 2,425 shares worth $244K. The stake represents 0.14% of the portfolio and ranks #35 among its holdings.

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

  • Bannerman Wealth Management Group held 2,425 shares of iShares 0-3 Month Treasury Bond ETF worth $244K as of Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Bannerman Wealth Management Group position in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.14% of Bannerman Wealth Management Group's portfolio in Q2 2026, its #35 holding.
  • 656 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Bannerman Wealth Management Group's 13F filing for Q2 2026, filed 8 Jul 2026.