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

Empirical 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 		$1.45M Buy
14,383
+63
+0.4% +$6.33K 0.02% 329
2026
Q1 		$1.44M Buy
14,320
+646
+5% +$64.9K 0.02% 293
2025
Q4 		$1.37M Buy
13,674
+7,622
+126% +$766K 0.02% 290
2025
Q3 		$609K Hold
6,052
– – 0.01% 421
2025
Q2 		$609K Sell
6,052
-200
-3% -$20.1K 0.01% 391
2025
Q1 		$629K Buy
6,252
+200
+3% +$20.1K 0.02% 364
2024
Q4 		$607K Hold
6,052
– – 0.02% 351
2024
Q3 		$610K Hold
6,052
– – 0.02% 341
2024
Q2 		$609K Buy
6,052
+590
+11% +$59.3K 0.02% 321
2024
Q1 		$550K Buy
+5,462
New +$549K 0.02% 331

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Empirical Wealth Management's SGOV Position: Q2 2026 in Review

Empirical Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.44% in Q2 2026, buying an estimated $6.33K and bringing the position to 14,383 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #329.

Empirical Wealth Management first reported a position in SGOV in Q1 2024 and has held it in 10 quarters since. 557 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Empirical Wealth Management held 14,383 shares of iShares 0-3 Month Treasury Bond ETF worth $1.45M as of Q2 2026.
  • Empirical Wealth Management bought 63 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $6.33K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #329 holding.
  • Empirical Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 557 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.