Integrated Advisors Network
SGOV icon

Integrated Advisors Network’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Integrated Advisors 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
Q3 		$39.5M Buy
392,450
+292,256
+292% +$29.4M 1.81% 6
2026
Q2 		$10.1M Buy
100,194
+28,936
+41% +$2.91M 0.46% 43
2026
Q1 		$7.17M Buy
71,258
+14,425
+25% +$1.45M 0.38% 62
2025
Q4 		$5.7M Buy
56,833
+14,653
+35% +$1.47M 0.25% 96
2025
Q3 		$4.25M Sell
42,180
-8,789
-17% -$884K 0.18% 140
2025
Q2 		$5.13M Buy
50,969
+30,045
+144% +$3.02M 0.23% 109
2025
Q1 		$2.11M Buy
20,924
+13,366
+177% +$1.34M 0.11% 200
2024
Q4 		$758K Buy
7,558
+3,850
+104% +$387K 0.04% 357
2024
Q3 		$373K Sell
3,708
-1,400
-27% -$141K 0.02% 545
2024
Q2 		$514K Sell
5,108
-1,214
-19% -$122K 0.03% 437
2024
Q1 		$637K Buy
6,322
+3,487
+123% +$350K 0.03% 404
2023
Q4 		$284K Sell
2,835
-9,585
-77% -$963K 0.02% 570
2023
Q3 		$1.25M Sell
12,420
-6
-0% -$603 0.08% 243
2023
Q2 		$1.25M Buy
12,426
+620
+5% +$62.3K 0.07% 249
2023
Q1 		$1.19M Sell
11,806
-1,050
-8% -$105K 0.07% 260
2022
Q4 		$1.29M Buy
12,856
+10,186
+381% +$1.02M 0.08% 246
2022
Q3 		$268K Buy
+2,670
New +$267K 0.02% 528

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

Integrated Advisors Network's SGOV Position: Q3 2026 in Review

Integrated Advisors Network increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 292% in Q3 2026, buying an estimated $29.4M and bringing the position to 392,450 shares worth $39.5M. The position accounts for 1.81% of the portfolio, ranked #6.

Integrated Advisors Network first reported a position in SGOV in Q3 2022 and has held it in 17 quarters since. 469 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Integrated Advisors Network held 392,450 shares of iShares 0-3 Month Treasury Bond ETF worth $39.5M as of Q3 2026.
  • Integrated Advisors Network bought 292,256 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $29.4M.
  • iShares 0-3 Month Treasury Bond ETF made up 1.81% of Integrated Advisors Network's portfolio in Q3 2026, its #6 holding.
  • Integrated Advisors Network first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 17 quarters since.
  • 469 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.