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

Encompass Wealth Advisors’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
Q1 		$400K Buy
3,977
+1,509
+61% +$152K 0.14% 69
2025
Q4 		$248K Buy
+2,468
New +$248K 0.08% 92

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Encompass Wealth Advisors's SGOV Position: Q1 2026 in Review

Encompass Wealth Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 61% in Q1 2026, buying an estimated $152K and bringing the position to 3,977 shares worth $400K. The position accounts for 0.14% of the portfolio, ranked #69.

Encompass Wealth Advisors first reported a position in SGOV in Q4 2025 and has held it in 2 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Encompass Wealth Advisors held 3,977 shares of iShares 0-3 Month Treasury Bond ETF worth $400K as of Q1 2026.
  • Encompass Wealth Advisors bought 1,509 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $152K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.14% of Encompass Wealth Advisors's portfolio in Q1 2026, its #69 holding.
  • Encompass Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.