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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
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

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

Holos Integrated Wealth's SGOV Position: Q2 2026 in Review

Holos Integrated Wealth reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 18% in Q2 2026, selling an estimated $550K and leaving 24,558 shares worth $2.47M. The position accounts for 1.15% of the portfolio, ranked #21.

Holos Integrated Wealth first reported a position in SGOV in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.02M in Q1 2026. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Holos Integrated Wealth held 24,558 shares of iShares 0-3 Month Treasury Bond ETF worth $2.47M as of Q2 2026.
  • Holos Integrated Wealth sold 5,467 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $550K.
  • iShares 0-3 Month Treasury Bond ETF made up 1.15% of Holos Integrated Wealth's portfolio in Q2 2026, its #21 holding.
  • Holos Integrated Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Holos Integrated Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $3.02M in Q1 2026.
  • 429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.