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 Q3	$10.3M	Buy	102,721 +2,399	+2%	+$241K	6.7%	4
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Robinhood Asset Management Menlo Park, California $2.11B AUM 21.56% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

Koa Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.4% in Q3 2026, buying an estimated $241K and bringing the position to 102,721 shares worth $10.3M. The position accounts for 6.7% of the portfolio, ranked #4.

Koa Wealth Management first reported a position in SGOV in Q4 2023 and has held it in 12 quarters since. The position peaked at $10.9M in Q1 2026. 1,251 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Koa Wealth Management held 102,721 shares of iShares 0-3 Month Treasury Bond ETF worth $10.3M as of Q3 2026.
Koa Wealth Management bought 2,399 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $241K.
iShares 0-3 Month Treasury Bond ETF made up 6.7% of Koa Wealth Management's portfolio in Q3 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 12 quarters since.
Koa Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $10.9M in Q1 2026.
1,251 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

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