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 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

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

Integris Wealth Management's SGOV Position: Q2 2026 in Review

Integris Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 39% in Q2 2026, buying an estimated $3.37M and bringing the position to 118,657 shares worth $11.9M. The position accounts for 2.41% of the portfolio, ranked #13.

Integris Wealth Management first reported a position in SGOV in Q3 2024 and has held it in 5 quarters since. 443 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Integris Wealth Management held 118,657 shares of iShares 0-3 Month Treasury Bond ETF worth $11.9M as of Q2 2026.
Integris Wealth Management bought 33,505 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $3.37M.
iShares 0-3 Month Treasury Bond ETF made up 2.41% of Integris Wealth Management's portfolio in Q2 2026, its #13 holding.
Integris Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 5 quarters since.
443 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.