MSWM
SGOV icon

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

Mowery & Schoenfeld 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 		$64.9K Buy
+645
New +$64.8K 0.09% 119
2024
Q4 		– Sell
-241
Closed -$24.3K – 510
2024
Q3 		$24.3K Sell
241
-1,330
-85% -$134K 0.04% 143
2024
Q2 		$158K Buy
1,571
+286
+22% +$28.7K 0.23% 44
2024
Q1 		$129K Buy
1,285
+176
+16% +$17.7K 0.25% 45
2023
Q4 		$111K Buy
+1,109
New +$111K 0.22% 53

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RAM
Robinhood Asset Management Menlo Park, California $1.87B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's SGOV Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 645 shares worth $64.9K. The stake represents 0.09% of the portfolio and ranks #119 among its holdings. This is a return to the name: Mowery & Schoenfeld Wealth Management previously reported a position in SGOV as recently as Q3 2024.

Mowery & Schoenfeld Wealth Management first reported a position in SGOV in Q4 2023 and has held it in 5 quarters since. The position peaked at $158K in Q2 2024. 1,312 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 645 shares of iShares 0-3 Month Treasury Bond ETF worth $64.9K as of Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Mowery & Schoenfeld Wealth Management position in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.09% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Mowery & Schoenfeld Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $158K in Q2 2024.
  • 1,312 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.