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

GK 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 		$786K Buy
+7,806
New +$785K 0.41% 60
2026
Q1 		– Sell
-10,949
Closed -$1.1M – 168
2025
Q4 		$1.1M Buy
+10,949
New +$1.1M 0.73% 30

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
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

GK Wealth Management opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 7,806 shares worth $786K. The stake represents 0.41% of the portfolio and ranks #60 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in SGOV as recently as Q4 2025.

GK Wealth Management first reported a position in SGOV in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.1M in Q4 2025. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • GK Wealth Management held 7,806 shares of iShares 0-3 Month Treasury Bond ETF worth $786K as of Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new GK Wealth Management position in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.41% of GK Wealth Management's portfolio in Q2 2026, its #60 holding.
  • GK Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • GK Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $1.1M in Q4 2025.
  • 429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.