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 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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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

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 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

Members Wealth's SGOV Position: Q2 2026 in Review

Members Wealth increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 37% in Q2 2026, buying an estimated $863K and bringing the position to 31,650 shares worth $3.19M. The position accounts for 1.75% of the portfolio, ranked #14.

Members Wealth first reported a position in SGOV in Q2 2024 and has held it in 7 quarters since. The position peaked at $8.23M in Q2 2024. 628 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Members Wealth held 31,650 shares of iShares 0-3 Month Treasury Bond ETF worth $3.19M as of Q2 2026.
Members Wealth bought 8,585 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $863K.
iShares 0-3 Month Treasury Bond ETF made up 1.75% of Members Wealth's portfolio in Q2 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 7 quarters since.
Members Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $8.23M in Q2 2024.
628 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.