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

Ledgewood 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
Q2 		$344K Hold
3,420
– – 0.18% 57
2026
Q1 		$344K Hold
3,420
– – 0.19% 55
2025
Q4 		$343K Sell
3,420
-65
-2% -$6.53K 0.2% 54
2025
Q3 		$351K Buy
+3,485
New +$350K 0.21% 55

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
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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PC
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

Ledgewood Wealth Advisors's SGOV Position: Q2 2026 in Review

Ledgewood Wealth Advisors held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 3,420 shares worth $344K. The position accounts for 0.18% of the portfolio, ranked #57.

Ledgewood Wealth Advisors first reported a position in SGOV in Q3 2025 and has held it in 4 quarters since. The position peaked at $351K in Q3 2025. 471 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Ledgewood Wealth Advisors held 3,420 shares of iShares 0-3 Month Treasury Bond ETF worth $344K as of Q2 2026.
  • Ledgewood Wealth Advisors left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.18% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • Ledgewood Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Ledgewood Wealth Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $351K in Q3 2025.
  • 471 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.