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

Elyxium Wealth’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	$106K	Buy	+1,057	New	+$106K	0.01%	422

Other funds holding SGOV

True North Advisors Dallas, Texas $1.35B AUM 15.32% 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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return

Elyxium Wealth's SGOV Position: Q3 2026 in Review

Elyxium Wealth opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026: 1,057 shares worth $106K. The stake represents 0.01% of the portfolio and ranks #422 among its holdings.

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

Elyxium Wealth held 1,057 shares of iShares 0-3 Month Treasury Bond ETF worth $106K as of Q3 2026.
iShares 0-3 Month Treasury Bond ETF was a new Elyxium Wealth position in Q3 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.01% of Elyxium Wealth's portfolio in Q3 2026, its #422 holding.
633 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Elyxium Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.