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Newton One Investments’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Newton One Investments’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
Q3 		– Sell
-52
Closed -$5.24K – 172
2026
Q2 		$5.24K Buy
+52
New +$5.23K ﹤0.01% 129
2025
Q3 		– Sell
-16
Closed -$1.61K – 124
2025
Q2 		$1.61K Buy
+16
New +$1.61K ﹤0.01% 121

Other funds holding SGOV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Newton One Investments's SGOV Position: Q3 2026 in Review

Newton One Investments sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026, closing a stake of 52 shares — an estimated $5.24K sold.

Newton One Investments first reported a position in SGOV in Q2 2025 and held it in 2 quarters. The position peaked at $5.24K in Q2 2026. 230 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Newton One Investments reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Newton One Investments sold 52 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $5.24K.
  • Newton One Investments first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and held it in 2 quarters.
  • Newton One Investments's iShares 0-3 Month Treasury Bond ETF position peaked at $5.24K in Q2 2026.
  • 230 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Newton One Investments's 13F filing for Q3 2026, filed 14 Oct 2026.