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

Brown Miller Wealth Management’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	$954K	Buy	9,478 +4,028	+74%	+$405K	0.24%	76
2026 Q1	$549K	Sell	5,450 -558	-9%	-$56.1K	0.16%	112
2025 Q4	$603K	Sell	6,008 -2,082	-26%	-$209K	0.17%	97
2025 Q3	$815K	Buy	8,090 +562	+7%	+$56.5K	0.23%	75
2025 Q2	$758K	Buy	7,528 +923	+14%	+$92.8K	0.24%	79
2025 Q1	$665K	Buy	+6,605	New	+$664K	0.23%	82

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

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 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

Brown Miller Wealth Management's SGOV Position: Q2 2026 in Review

Brown Miller Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 74% in Q2 2026, buying an estimated $405K and bringing the position to 9,478 shares worth $954K. The position accounts for 0.24% of the portfolio, ranked #76.

Brown Miller Wealth Management first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Brown Miller Wealth Management held 9,478 shares of iShares 0-3 Month Treasury Bond ETF worth $954K as of Q2 2026.
Brown Miller Wealth Management bought 4,028 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $405K.
iShares 0-3 Month Treasury Bond ETF made up 0.24% of Brown Miller Wealth Management's portfolio in Q2 2026, its #76 holding.
Brown Miller Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.