Integris Wealth Management
SGOV icon

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

Integris 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
Q3 		$15.9M Buy
157,723
+39,066
+33% +$3.93M 3.05% 11
2026
Q2 		$11.9M Buy
118,657
+33,505
+39% +$3.37M 2.41% 13
2026
Q1 		$8.57M Buy
85,152
+34,106
+67% +$3.43M 1.97% 14
2025
Q4 		$5.12M Buy
51,046
+23,633
+86% +$2.38M 1.17% 20
2025
Q3 		$2.76M Buy
+27,413
New +$2.76M 0.67% 22
2024
Q4 		– Sell
-2,578
Closed -$260K – 109
2024
Q3 		$260K Buy
+2,578
New +$259K 0.07% 85

Other funds holding SGOV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
True North Advisors
True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 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
Hollow Brook Wealth Management
Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Integris Wealth Management's SGOV Position: Q3 2026 in Review

Integris Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 33% in Q3 2026, buying an estimated $3.93M and bringing the position to 157,723 shares worth $15.9M. The position accounts for 3.05% of the portfolio, ranked #11.

Integris Wealth Management first reported a position in SGOV in Q3 2024 and has held it in 6 quarters since. 1,004 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Integris Wealth Management held 157,723 shares of iShares 0-3 Month Treasury Bond ETF worth $15.9M as of Q3 2026.
  • Integris Wealth Management bought 39,066 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $3.93M.
  • iShares 0-3 Month Treasury Bond ETF made up 3.05% of Integris Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Integris Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 6 quarters since.
  • 1,004 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.