GKWIM
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Gerber Kawasaki Wealth & Investment Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$3.76M Buy
37,385
+13,578
+57% +$1.37M 0.1% 99
2026
Q1 		$2.4M Buy
23,807
+9,457
+66% +$951K 0.08% 110
2025
Q4 		$1.44M Buy
14,350
+6,247
+77% +$628K 0.05% 136
2025
Q3 		$816K Buy
+8,103
New +$815K 0.03% 172

Other funds holding SGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RAM
Robinhood Asset Management Menlo Park, California $1.87B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SGOV Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 57% in Q2 2026, buying an estimated $1.37M and bringing the position to 37,385 shares worth $3.76M. The position accounts for 0.1% of the portfolio, ranked #99.

Gerber Kawasaki Wealth & Investment Management first reported a position in SGOV in Q3 2025 and has held it in 4 quarters since. 988 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 37,385 shares of iShares 0-3 Month Treasury Bond ETF worth $3.76M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 13,578 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.37M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.1% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #99 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.