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

Darwin 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	$5.54K	Buy	+55	New	+$5.53K	﹤0.01%	750

Other funds holding SGOV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Darwin Wealth Management opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026: 55 shares worth $5.54K. The stake represents ﹤0.01% of the portfolio and ranks #750 among its holdings.

993 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Darwin Wealth Management held 55 shares of iShares 0-3 Month Treasury Bond ETF worth $5.54K as of Q3 2026.
iShares 0-3 Month Treasury Bond ETF was a new Darwin Wealth Management position in Q3 2026.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #750 holding.
993 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

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