KWM
SGOV icon

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

Koa 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 		$10.1M Sell
100,322
-7,933
-7% -$798K 6.87% 4
2026
Q1 		$10.9M Buy
108,255
+30,457
+39% +$3.06M 7.88% 3
2025
Q4 		$7.81M Buy
77,798
+16,525
+27% +$1.66M 5.36% 4
2025
Q3 		$6.17M Buy
61,273
+986
+2% +$99.1K 4.58% 5
2025
Q2 		$6.07M Sell
60,287
-286
-0.5% -$28.8K 4.82% 4
2025
Q1 		$6.1M Sell
60,573
-7,823
-11% -$786K 4.92% 3
2024
Q4 		$6.86M Buy
68,396
+11,354
+20% +$1.14M 5.61% 4
2024
Q3 		$5.75M Sell
57,042
-6,289
-10% -$632K 4.44% 4
2024
Q2 		$6.38M Buy
63,331
+21,368
+51% +$2.15M 5.39% 4
2024
Q1 		$4.23M Sell
41,963
-3,159
-7% -$318K 3.81% 5
2023
Q4 		$4.52M Buy
+45,122
New +$4.53M 4.47% 4

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

Koa Wealth Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 7.3% in Q2 2026, selling an estimated $798K and leaving 100,322 shares worth $10.1M. The position accounts for 6.87% of the portfolio, ranked #4.

Koa Wealth Management first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.9M in Q1 2026. 591 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Koa Wealth Management held 100,322 shares of iShares 0-3 Month Treasury Bond ETF worth $10.1M as of Q2 2026.
  • Koa Wealth Management sold 7,933 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $798K.
  • iShares 0-3 Month Treasury Bond ETF made up 6.87% of Koa Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Koa Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Koa Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $10.9M in Q1 2026.
  • 591 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

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