Caliber Wealth Management (Kansas)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Caliber Wealth Management (Kansas)’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	$6.9M	Buy	68,509 +6,964	+11%	+$700K	0.67%	27
2026 Q1	$6.2M	Buy	61,545 +618	+1%	+$62.1K	0.68%	26
2025 Q4	$6.12M	Buy	60,927 +24,545	+67%	+$2.47M	0.66%	31
2025 Q3	$3.66M	Sell	36,382 -7,034	-16%	-$707K	0.41%	49
2025 Q2	$4.37M	Buy	43,416 +3,016	+7%	+$303K	0.47%	42
2025 Q1	$4.07M	Buy	+40,400	New	+$4.06M	0.56%	36

Other funds holding SGOV

CIM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Caliber Wealth Management (Kansas)'s SGOV Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 11% in Q2 2026, buying an estimated $700K and bringing the position to 68,509 shares worth $6.9M. The position accounts for 0.67% of the portfolio, ranked #27.

Caliber Wealth Management (Kansas) first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. 632 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Caliber Wealth Management (Kansas) held 68,509 shares of iShares 0-3 Month Treasury Bond ETF worth $6.9M as of Q2 2026.
Caliber Wealth Management (Kansas) bought 6,964 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $700K.
iShares 0-3 Month Treasury Bond ETF made up 0.67% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #27 holding.
Caliber Wealth Management (Kansas) first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
632 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.