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

Modera Wealth Management’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	$1.06M	Buy	10,541 +1,123	+12%	+$113K	0.01%	338
2026 Q1	$948K	Sell	9,418 -334	-3%	-$33.6K	0.01%	336
2025 Q4	$979K	Buy	9,752 +1,974	+25%	+$198K	0.01%	338
2025 Q3	$783K	Buy	7,778 +802	+11%	+$80.6K	0.01%	374
2025 Q2	$702K	Sell	6,976 -566	-8%	-$56.9K	0.01%	382
2025 Q1	$759K	Sell	7,542 -1,326	-15%	-$133K	0.01%	361
2024 Q4	$890K	Sell	8,868 -3,192	-26%	-$321K	0.01%	348
2024 Q3	$1.21M	Buy	12,060 +6,268	+108%	+$630K	0.02%	282
2024 Q2	$583K	Buy	5,792 +3,371	+139%	+$339K	0.01%	375
2024 Q1	$244K	Sell	2,421 -768	-24%	-$77.2K	﹤0.01%	515
2023 Q4	$320K	Buy	3,189 +631	+25%	+$63.4K	0.01%	464
2023 Q3	$258K	Sell	2,558 -100	-4%	-$10K	﹤0.01%	479
2023 Q2	$267K	Buy	+2,658	New	+$267K	﹤0.01%	480

Other funds holding SGOV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Modera Wealth Management's SGOV Position: Q2 2026 in Review

Modera Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 12% in Q2 2026, buying an estimated $113K and bringing the position to 10,541 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #338.

Modera Wealth Management first reported a position in SGOV in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.21M in Q3 2024. 864 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Modera Wealth Management held 10,541 shares of iShares 0-3 Month Treasury Bond ETF worth $1.06M as of Q2 2026.
Modera Wealth Management bought 1,123 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $113K.
iShares 0-3 Month Treasury Bond ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #338 holding.
Modera Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
Modera Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $1.21M in Q3 2024.
864 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.