Lantern Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Lantern Wealth Advisors’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	$282K	Buy	+2,801	New	+$282K	0.12%	159

Other funds holding SGOV

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

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

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Lantern Wealth Advisors's SGOV Position: Q3 2026 in Review

Lantern Wealth Advisors opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026: 2,801 shares worth $282K. The stake represents 0.12% of the portfolio and ranks #159 among its holdings.

993 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Lantern Wealth Advisors held 2,801 shares of iShares 0-3 Month Treasury Bond ETF worth $282K as of Q3 2026.
iShares 0-3 Month Treasury Bond ETF was a new Lantern Wealth Advisors position in Q3 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.12% of Lantern Wealth Advisors's portfolio in Q3 2026, its #159 holding.
993 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Lantern Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.