Encompass More Asset Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Encompass More Asset 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	$5.86M	Sell	58,220 -119,267	-67%	-$12M	0.85%	27
2026 Q1	$17.9M	Buy	177,487 +125,086	+239%	+$12.6M	2.99%	6
2025 Q4	$5.26M	Buy	52,401 +7,366	+16%	+$740K	0.97%	25
2025 Q3	$4.54M	Buy	45,035 +29,326	+187%	+$2.95M	0.87%	24
2025 Q2	$1.58M	Sell	15,709 -9,026	-36%	-$907K	0.37%	60
2025 Q1	$2.49M	Buy	24,735 +12,086	+96%	+$1.21M	0.74%	40
2024 Q4	$1.27M	Sell	12,649 -1,395	-10%	-$140K	0.42%	58
2024 Q3	$1.41M	Buy	14,044 +10,919	+349%	+$1.1M	0.54%	50
2024 Q2	$315K	Sell	3,125 -3,639	-54%	-$366K	0.22%	69
2024 Q1	$681K	Buy	6,764 +909	+16%	+$91.4K	0.56%	37
2023 Q4	$587K	Buy	+5,855	New	+$588K	0.66%	42

Other funds holding SGOV

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return