MW
SGOV icon

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

Maia Wealth’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
-2,440
Closed -$246K – 379
2026
Q1 		$246K Buy
2,440
+309
+15% +$31.1K 0.04% 315
2025
Q4 		$214K Buy
+2,131
New +$214K 0.04% 322
2025
Q3 		– Sell
-2,051
Closed -$207K – 355
2025
Q2 		$207K Sell
2,051
-2,457
-55% -$247K 0.04% 310
2025
Q1 		$453K Buy
+4,508
New +$453K 0.1% 178

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
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

Maia Wealth's SGOV Position: Q2 2026 in Review

Maia Wealth sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 2,440 shares — an estimated $246K sold.

Maia Wealth first reported a position in SGOV in Q1 2025 and held it in 4 quarters. The position peaked at $453K in Q1 2025. 514 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Maia Wealth reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Maia Wealth sold 2,440 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $246K.
  • Maia Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and held it in 4 quarters.
  • Maia Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $453K in Q1 2025.
  • 514 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.