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

Latko 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 		$2.57M Buy
+25,543
New +$2.57M 1.09% 20

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

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

Latko Wealth Management opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 25,543 shares worth $2.57M. The stake represents 1.09% of the portfolio and ranks #20 among its holdings.

628 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Latko Wealth Management held 25,543 shares of iShares 0-3 Month Treasury Bond ETF worth $2.57M as of Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Latko Wealth Management position in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 1.09% of Latko Wealth Management's portfolio in Q2 2026, its #20 holding.
  • 628 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Latko Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.