Centennial Wealth Advisory’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Centennial Wealth Advisory’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	$1.03M	Sell	10,220 -553	-5%	-$55.6K	0.22%	65
2026 Q1	$1.08M	Buy	10,773 +4,872	+83%	+$490K	0.26%	55
2025 Q4	$592K	Buy	+5,901	New	+$593K	0.16%	90
2023 Q4	–	Sell	-80,369	Closed	-$8.09M	–	149
2023 Q3	$8.09M	Buy	+80,369	New	+$8.07M	4.35%	5

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

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

PSP Research Newtown Square, Pennsylvania $188M AUM

OFW

Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Centennial Wealth Advisory's SGOV Position: Q2 2026 in Review

Centennial Wealth Advisory reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 5.1% in Q2 2026, selling an estimated $55.6K and leaving 10,220 shares worth $1.03M. The position accounts for 0.22% of the portfolio, ranked #65.

Centennial Wealth Advisory first reported a position in SGOV in Q3 2023 and has held it in 4 quarters since. The position peaked at $8.09M in Q3 2023. 237 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Centennial Wealth Advisory held 10,220 shares of iShares 0-3 Month Treasury Bond ETF worth $1.03M as of Q2 2026.
Centennial Wealth Advisory sold 553 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $55.6K.
iShares 0-3 Month Treasury Bond ETF made up 0.22% of Centennial Wealth Advisory's portfolio in Q2 2026, its #65 holding.
Centennial Wealth Advisory first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 4 quarters since.
Centennial Wealth Advisory's iShares 0-3 Month Treasury Bond ETF position peaked at $8.09M in Q3 2023.
237 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.