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

Mosley 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 		$18.2K Buy
+181
New +$18.2K 0.01% 330
2024
Q3 		– Sell
-4,000
Closed -$403K – 120
2024
Q2 		$403K Buy
+4,000
New +$402K 0.34% 68

Other funds holding SGOV

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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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Mosley Wealth Management opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 181 shares worth $18.2K. The stake represents 0.01% of the portfolio and ranks #330 among its holdings. This is a return to the name: Mosley Wealth Management previously reported a position in SGOV as recently as Q2 2024.

Mosley Wealth Management first reported a position in SGOV in Q2 2024 and has held it in 2 quarters since. The position peaked at $403K in Q2 2024. 842 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Mosley Wealth Management held 181 shares of iShares 0-3 Month Treasury Bond ETF worth $18.2K as of Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Mosley Wealth Management position in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #330 holding.
  • Mosley Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • Mosley Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $403K in Q2 2024.
  • 842 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.