LWM Advisory Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

LWM Advisory Services’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	$1.05M	Sell	10,441 -1,154	-10%	-$116K	1.88%	13
2026 Q1	$1.17M	Buy	11,595 +6,429	+124%	+$646K	1.25%	17
2025 Q4	$519K	Buy	5,166 +2,644	+105%	+$266K	0.3%	49
2025 Q3	$254K	Sell	2,522 -2,470	-49%	-$248K	0.15%	85
2025 Q2	$503K	Sell	4,992 -1,859	-27%	-$187K	0.35%	51
2025 Q1	$690K	Buy	6,851 +1,294	+23%	+$130K	0.48%	37
2024 Q4	$557K	Buy	5,557 +1,812	+48%	+$182K	0.39%	40
2024 Q3	$377K	Buy	+3,745	New	+$376K	0.28%	66
2024 Q2	–	Sell	-322,902	Closed	-$8.28M	–	90
2024 Q1	$8.28M	Buy	322,902 +301,999	+1,445%	+$30.4M	6.64%	4
2023 Q4	$2.1M	Sell	20,903 -2,150	-9%	-$216K	1.84%	12
2023 Q3	$2.32M	Buy	23,053 +4,893	+27%	+$491K	2.49%	9
2023 Q2	$1.83M	Sell	18,160 -6,572	-27%	-$660K	1.93%	13
2023 Q1	$2.49M	Buy	24,732 +5,288	+27%	+$530K	2.66%	10
2022 Q4	$1.95M	Buy	+19,444	New	+$1.95M	2.15%	14

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 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

LWM Advisory Services's SGOV Position: Q2 2026 in Review

LWM Advisory Services reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 10% in Q2 2026, selling an estimated $116K and leaving 10,441 shares worth $1.05M. The position accounts for 1.88% of the portfolio, ranked #13.

LWM Advisory Services first reported a position in SGOV in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.28M in Q1 2024. 749 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

LWM Advisory Services held 10,441 shares of iShares 0-3 Month Treasury Bond ETF worth $1.05M as of Q2 2026.
LWM Advisory Services sold 1,154 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $116K.
iShares 0-3 Month Treasury Bond ETF made up 1.88% of LWM Advisory Services's portfolio in Q2 2026, its #13 holding.
LWM Advisory Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
LWM Advisory Services's iShares 0-3 Month Treasury Bond ETF position peaked at $8.28M in Q1 2024.
749 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.