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

Motive 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	$9.87M	Buy	98,027 +30,534	+45%	+$3.07M	4.06%	8
2026 Q1	$6.79M	Sell	67,493 -2,999	-4%	-$301K	3.19%	10
2025 Q4	$7.08M	Sell	70,492 -7,899	-10%	-$794K	3.01%	12
2025 Q3	$7.89M	Sell	78,391 -13,385	-15%	-$1.35M	3.4%	10
2025 Q2	$9.24M	Sell	91,776 -7,007	-7%	-$704K	4.21%	8
2025 Q1	$9.94M	Buy	98,783 +27,708	+39%	+$2.78M	5.32%	8
2024 Q4	$7.13M	Buy	+71,075	New	+$7.14M	3.83%	9

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

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

VWM

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

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

Motive Wealth Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 45% in Q2 2026, buying an estimated $3.07M and bringing the position to 98,027 shares worth $9.87M. The position accounts for 4.06% of the portfolio, ranked #8.

Motive Wealth Advisors first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.94M in Q1 2025. 339 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Motive Wealth Advisors held 98,027 shares of iShares 0-3 Month Treasury Bond ETF worth $9.87M as of Q2 2026.
Motive Wealth Advisors bought 30,534 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $3.07M.
iShares 0-3 Month Treasury Bond ETF made up 4.06% of Motive Wealth Advisors's portfolio in Q2 2026, its #8 holding.
Motive 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.
Motive Wealth Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $9.94M in Q1 2025.
339 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.