Independent Wealth Network’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Independent Wealth Network’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	$1.42M	Buy	14,115 +333	+2%	+$33.5K	0.36%	69
2026 Q1	$1.39M	Buy	13,782 +1,260	+10%	+$127K	0.41%	64
2025 Q4	$1.26M	Sell	12,522 -4,315	-26%	-$434K	0.38%	65
2025 Q3	$1.7M	Buy	16,837 +4,270	+34%	+$429K	0.54%	43
2025 Q2	$1.27M	Sell	12,567 -526	-4%	-$52.9K	0.46%	52
2025 Q1	$1.32M	Sell	13,093 -191	-1%	-$19.2K	0.53%	48
2024 Q4	$1.33M	Buy	+13,284	New	+$1.33M	0.54%	43

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

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

Independent Wealth Network's SGOV Position: Q2 2026 in Review

Independent Wealth Network increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.4% in Q2 2026, buying an estimated $33.5K and bringing the position to 14,115 shares worth $1.42M. The position accounts for 0.36% of the portfolio, ranked #69.

Independent Wealth Network first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.7M in Q3 2025. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Independent Wealth Network held 14,115 shares of iShares 0-3 Month Treasury Bond ETF worth $1.42M as of Q2 2026.
Independent Wealth Network bought 333 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $33.5K.
iShares 0-3 Month Treasury Bond ETF made up 0.36% of Independent Wealth Network's portfolio in Q2 2026, its #69 holding.
Independent Wealth Network first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Independent Wealth Network's iShares 0-3 Month Treasury Bond ETF position peaked at $1.7M in Q3 2025.
429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.