Concentrum Wealth Management
SGOV icon

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

Concentrum 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
Q3 		$673K Buy
6,686
+1,541
+30% +$155K 0.14% 60
2026
Q2 		$518K Sell
5,145
-3,243
-39% -$326K 0.12% 70
2026
Q1 		$844K Buy
8,388
+5,438
+184% +$547K 0.25% 47
2025
Q4 		$296K Buy
+2,950
New +$296K 0.08% 71

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Equity Investment Corp
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Hollow Brook Wealth Management
Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Concentrum Wealth Management's SGOV Position: Q3 2026 in Review

Concentrum Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 30% in Q3 2026, buying an estimated $155K and bringing the position to 6,686 shares worth $673K. The position accounts for 0.14% of the portfolio, ranked #60.

Concentrum Wealth Management first reported a position in SGOV in Q4 2025 and has held it in 4 quarters since. The position peaked at $844K in Q1 2026. 993 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Concentrum Wealth Management held 6,686 shares of iShares 0-3 Month Treasury Bond ETF worth $673K as of Q3 2026.
  • Concentrum Wealth Management bought 1,541 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $155K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.14% of Concentrum Wealth Management's portfolio in Q3 2026, its #60 holding.
  • Concentrum Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Concentrum Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $844K in Q1 2026.
  • 993 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Concentrum Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.