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 Q2	$414K	Buy	4,113 +136	+3%	+$13.7K	0.13%	70
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Encompass Wealth Advisors's SGOV Position: Q2 2026 in Review

Encompass Wealth Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3.4% in Q2 2026, buying an estimated $13.7K and bringing the position to 4,113 shares worth $414K. The position accounts for 0.13% of the portfolio, ranked #70.

Encompass Wealth Advisors first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Encompass Wealth Advisors held 4,113 shares of iShares 0-3 Month Treasury Bond ETF worth $414K as of Q2 2026.
Encompass Wealth Advisors bought 136 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $13.7K.
iShares 0-3 Month Treasury Bond ETF made up 0.13% of Encompass Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Encompass Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.