LPWM LLC
SGOV icon

LPWM LLC’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

LPWM LLC’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 		$4.6M Buy
45,698
+29,170
+176% +$2.93M 1% 20
2026
Q2 		$1.66M Buy
16,528
+11,232
+212% +$1.13M 0.37% 38
2026
Q1 		$533K Sell
5,296
-1,679
-24% -$169K 0.13% 64
2025
Q4 		$700K Buy
+6,975
New +$701K 0.18% 55

Other funds holding SGOV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Robinhood Asset Management
Robinhood Asset Management Menlo Park, California $2.11B AUM 21.56% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

LPWM LLC's SGOV Position: Q3 2026 in Review

LPWM LLC increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 176% in Q3 2026, buying an estimated $2.93M and bringing the position to 45,698 shares worth $4.6M. The position accounts for 1% of the portfolio, ranked #20.

LPWM LLC first reported a position in SGOV in Q4 2025 and has held it in 4 quarters since. 1,251 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • LPWM LLC held 45,698 shares of iShares 0-3 Month Treasury Bond ETF worth $4.6M as of Q3 2026.
  • LPWM LLC bought 29,170 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $2.93M.
  • iShares 0-3 Month Treasury Bond ETF made up 1% of LPWM LLC's portfolio in Q3 2026, its #20 holding.
  • LPWM LLC first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,251 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.