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

LVW 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 		– Sell
-9,820
Closed -$988K – 492
2026
Q1 		$988K Buy
9,820
+5,686
+138% +$572K 0.09% 118
2025
Q4 		$415K Buy
4,134
+725
+21% +$72.9K 0.04% 222
2025
Q3 		$343K Buy
+3,409
New +$343K 0.04% 259

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

LVW Advisors's SGOV Position: Q2 2026 in Review

LVW Advisors sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 9,820 shares — an estimated $988K sold.

LVW Advisors first reported a position in SGOV in Q3 2025 and held it in 3 quarters. The position peaked at $988K in Q1 2026. 628 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • LVW Advisors reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • LVW Advisors sold 9,820 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $988K.
  • LVW Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and held it in 3 quarters.
  • LVW Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $988K in Q1 2026.
  • 628 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.