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

New Wave 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 		$1.19M Buy
11,804
+123
+1% +$12.4K 0.32% 68
2026
Q1 		$1.18M Buy
11,681
+295
+3% +$29.7K 0.41% 51
2025
Q4 		$1.14M Buy
11,386
+1,048
+10% +$105K 0.42% 51
2025
Q3 		$1.04M Buy
10,338
+4,313
+72% +$434K 0.41% 43
2025
Q2 		$607K Buy
6,025
+1,057
+21% +$106K 0.26% 63
2025
Q1 		$500K Buy
4,968
+252
+5% +$25.3K 0.22% 64
2024
Q4 		$473K Sell
4,716
-2,504
-35% -$252K 0.19% 70
2024
Q3 		$727K Buy
7,220
+3,006
+71% +$302K 0.34% 50
2024
Q2 		$424K Buy
+4,214
New +$424K 0.23% 68

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

New Wave Wealth Advisors's SGOV Position: Q2 2026 in Review

New Wave Wealth Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.1% in Q2 2026, buying an estimated $12.4K and bringing the position to 11,804 shares worth $1.19M. The position accounts for 0.32% of the portfolio, ranked #68.

New Wave Wealth Advisors first reported a position in SGOV in Q2 2024 and has held it in 9 quarters since. 517 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • New Wave Wealth Advisors held 11,804 shares of iShares 0-3 Month Treasury Bond ETF worth $1.19M as of Q2 2026.
  • New Wave Wealth Advisors bought 123 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $12.4K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.32% of New Wave Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • New Wave Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 517 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.