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

Clear Wave 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	$1.34M	Sell	13,281 -209	-2%	-$21K	0.25%	58
2026 Q1	$1.36M	Buy	+13,490	New	+$1.36M	0.29%	49

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clear Wave Wealth Management's SGOV Position: Q2 2026 in Review

Clear Wave Wealth Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.5% in Q2 2026, selling an estimated $21K and leaving 13,281 shares worth $1.34M. The position accounts for 0.25% of the portfolio, ranked #58.

Clear Wave Wealth Management first reported a position in SGOV in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.36M in Q1 2026. 1,298 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Clear Wave Wealth Management held 13,281 shares of iShares 0-3 Month Treasury Bond ETF worth $1.34M as of Q2 2026.
Clear Wave Wealth Management sold 209 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $21K.
iShares 0-3 Month Treasury Bond ETF made up 0.25% of Clear Wave Wealth Management's portfolio in Q2 2026, its #58 holding.
Clear Wave Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
Clear Wave Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $1.36M in Q1 2026.
1,298 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Clear Wave Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.