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

Mills Wealth 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	$605K	Sell	6,011 -3,837	-39%	-$386K	0.19%	47
2026 Q1	$991K	Sell	9,848 -3,195	-24%	-$321K	0.35%	34
2025 Q4	$1.31M	Sell	13,043 -17,999	-58%	-$1.81M	0.52%	31
2025 Q3	$3.13M	Buy	31,042 +22,922	+282%	+$2.3M	1.27%	21
2025 Q2	$818K	Sell	8,120 -11,452	-59%	-$1.15M	0.37%	37
2025 Q1	$1.97M	Buy	19,572 +10,879	+125%	+$1.09M	1.05%	21
2024 Q4	$872K	Buy	+8,693	New	+$873K	0.5%	30

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

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 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

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Mills Wealth Advisors's SGOV Position: Q2 2026 in Review

Mills Wealth Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 39% in Q2 2026, selling an estimated $386K and leaving 6,011 shares worth $605K. The position accounts for 0.19% of the portfolio, ranked #47.

Mills Wealth Advisors first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.13M in Q3 2025. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Mills Wealth Advisors held 6,011 shares of iShares 0-3 Month Treasury Bond ETF worth $605K as of Q2 2026.
Mills Wealth Advisors sold 3,837 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $386K.
iShares 0-3 Month Treasury Bond ETF made up 0.19% of Mills Wealth Advisors's portfolio in Q2 2026, its #47 holding.
Mills Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Mills Wealth Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $3.13M in Q3 2025.
429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.