Holos Integrated Wealth
SGOV icon

Holos Integrated Wealth’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Holos Integrated Wealth’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
Q3 		$2.51M Buy
24,915
+357
+1% +$35.9K 1.13% 20
2026
Q2 		$2.47M Sell
24,558
-5,467
-18% -$550K 1.15% 21
2026
Q1 		$3.02M Buy
+30,025
New +$3.02M 1.53% 18

Other funds holding SGOV

True North Advisors
True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Peavine Capital
Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return
Selective Wealth Management
Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return
PA
Prairie Advisory Leawood, Kansas $863M AUM
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Holos Integrated Wealth's SGOV Position: Q3 2026 in Review

Holos Integrated Wealth increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.5% in Q3 2026, buying an estimated $35.9K and bringing the position to 24,915 shares worth $2.51M. The position accounts for 1.13% of the portfolio, ranked #20.

Holos Integrated Wealth first reported a position in SGOV in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.02M in Q1 2026. 463 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Holos Integrated Wealth held 24,915 shares of iShares 0-3 Month Treasury Bond ETF worth $2.51M as of Q3 2026.
  • Holos Integrated Wealth bought 357 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $35.9K.
  • iShares 0-3 Month Treasury Bond ETF made up 1.13% of Holos Integrated Wealth's portfolio in Q3 2026, its #20 holding.
  • Holos Integrated Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Holos Integrated Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $3.02M in Q1 2026.
  • 463 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.