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

Consilium 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	$203K	Sell	2,013 -445	-18%	-$44.7K	0.06%	101
2026 Q1	$247K	Hold	2,458	–	–	0.08%	92
2025 Q4	$247K	Sell	2,458 -100	-4%	-$10.1K	0.09%	89
2025 Q3	$258K	Buy	2,558 +536	+27%	+$53.9K	0.1%	88
2025 Q2	$204K	Buy	+2,022	New	+$203K	0.09%	93

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

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

Consilium Wealth Advisory reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 18% in Q2 2026, selling an estimated $44.7K and leaving 2,013 shares worth $203K. The position accounts for 0.06% of the portfolio, ranked #101.

Consilium Wealth Advisory first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. The position peaked at $258K in Q3 2025. 1,308 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Consilium Wealth Advisory held 2,013 shares of iShares 0-3 Month Treasury Bond ETF worth $203K as of Q2 2026.
Consilium Wealth Advisory sold 445 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $44.7K.
iShares 0-3 Month Treasury Bond ETF made up 0.06% of Consilium Wealth Advisory's portfolio in Q2 2026, its #101 holding.
Consilium Wealth Advisory first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Consilium Wealth Advisory's iShares 0-3 Month Treasury Bond ETF position peaked at $258K in Q3 2025.
1,308 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.