N.E.W. Advisory Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

N.E.W. Advisory Services’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	$688K	Buy	6,830 +2,683	+65%	+$270K	0.05%	128
2026 Q1	$417K	Buy	4,147 +810	+24%	+$81.4K	0.03%	146
2025 Q4	$335K	Sell	3,337 -139	-4%	-$14K	0.02%	161
2025 Q3	$350K	Sell	3,476 -5,839	-63%	-$587K	0.03%	137
2025 Q2	$938K	Sell	9,315 -1,152	-11%	-$116K	0.09%	77
2025 Q1	$1.05M	Buy	10,467 +1,342	+15%	+$135K	0.08%	81
2024 Q4	$915K	Buy	+9,125	New	+$917K	0.09%	81

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Westerkirk Capital Victoria $1.04B AUM 28.18% 1-Year Est. Return

AWF

Alpha Wealth Funds Park City, Utah $183M AUM 8.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

N.E.W. Advisory Services's SGOV Position: Q2 2026 in Review

N.E.W. Advisory Services increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 65% in Q2 2026, buying an estimated $270K and bringing the position to 6,830 shares worth $688K. The position accounts for 0.05% of the portfolio, ranked #128.

N.E.W. Advisory Services first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q1 2025. 966 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

N.E.W. Advisory Services held 6,830 shares of iShares 0-3 Month Treasury Bond ETF worth $688K as of Q2 2026.
N.E.W. Advisory Services bought 2,683 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $270K.
iShares 0-3 Month Treasury Bond ETF made up 0.05% of N.E.W. Advisory Services's portfolio in Q2 2026, its #128 holding.
N.E.W. Advisory Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
N.E.W. Advisory Services's iShares 0-3 Month Treasury Bond ETF position peaked at $1.05M in Q1 2025.
966 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.