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

Members 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 Q3	$3.56M	Buy	35,432 +3,782	+12%	+$380K	1.78%	14
2026 Q2	$3.19M	Buy	31,650 +8,585	+37%	+$863K	1.75%	14
2026 Q1	$2.32M	Sell	23,065 -11,598	-33%	-$1.17M	1.39%	18
2025 Q4	$3.49M	Sell	34,663 -31,807	-48%	-$3.2M	2.18%	11
2025 Q3	$6.67M	Buy	+66,470	New	+$6.68M	4.23%	4
2025 Q1	$6.2M	Buy	61,595 +11,209	+22%	+$1.13M	4.68%	4
2024 Q4	$5.06M	Buy	+50,386	New	+$5.06M	3.78%	5
2024 Q2	$8.23M	Buy	+81,932	New	+$8.24M	5.52%	3

Other funds holding SGOV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Robinhood Asset Management Menlo Park, California $2.11B AUM 21.56% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Members Wealth's SGOV Position: Q3 2026 in Review

Members Wealth increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 12% in Q3 2026, buying an estimated $380K and bringing the position to 35,432 shares worth $3.56M. The position accounts for 1.78% of the portfolio, ranked #14.

Members Wealth first reported a position in SGOV in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.23M in Q2 2024. 1,251 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Members Wealth held 35,432 shares of iShares 0-3 Month Treasury Bond ETF worth $3.56M as of Q3 2026.
Members Wealth bought 3,782 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $380K.
iShares 0-3 Month Treasury Bond ETF made up 1.78% of Members Wealth's portfolio in Q3 2026, its #14 holding.
Members Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
Members Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $8.23M in Q2 2024.
1,251 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.