Blake Schutter Theil Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Blake Schutter Theil 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	$1.4M	Sell	13,903 -1,075	-7%	-$108K	0.95%	18
2026 Q1	$1.51M	Buy	14,978 +9,197	+159%	+$925K	1.23%	16
2025 Q4	$580K	Sell	5,781 -3,844	-40%	-$386K	0.48%	53
2025 Q3	$969K	Buy	9,625 +975	+11%	+$98K	0.96%	24
2025 Q2	$871K	Hold	8,650	–	–	0.99%	24
2025 Q1	$871K	Buy	8,650 +4,109	+90%	+$413K	0.99%	25
2024 Q4	$456K	Buy	+4,541	New	+$456K	0.48%	59

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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 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

Blake Schutter Theil Wealth Advisors's SGOV Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 7.2% in Q2 2026, selling an estimated $108K and leaving 13,903 shares worth $1.4M. The position accounts for 0.95% of the portfolio, ranked #18.

Blake Schutter Theil Wealth Advisors first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.51M in Q1 2026. 628 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 13,903 shares of iShares 0-3 Month Treasury Bond ETF worth $1.4M as of Q2 2026.
Blake Schutter Theil Wealth Advisors sold 1,075 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $108K.
iShares 0-3 Month Treasury Bond ETF made up 0.95% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #18 holding.
Blake Schutter Theil Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Blake Schutter Theil Wealth Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $1.51M in Q1 2026.
628 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.