NWF Advisory Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

NWF 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 Q3	$2.1M	Buy	20,881 +5,764	+38%	+$580K	0.2%	93
2026 Q2	$1.52M	Buy	15,117 +7,369	+95%	+$741K	0.14%	112
2026 Q1	$780K	Buy	7,748 +236	+3%	+$23.7K	0.09%	155
2025 Q4	$754K	Sell	7,512 -11,163	-60%	-$1.12M	0.08%	154
2025 Q3	$1.88M	Buy	18,675 +3,372	+22%	+$339K	0.21%	88
2025 Q2	$1.54M	Buy	15,303 +11,299	+282%	+$1.14M	0.18%	94
2025 Q1	$403K	Buy	+4,004	New	+$402K	0.06%	204

Other funds holding SGOV

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

NWF Advisory Services's SGOV Position: Q3 2026 in Review

NWF Advisory Services increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 38% in Q3 2026, buying an estimated $580K and bringing the position to 20,881 shares worth $2.1M. The position accounts for 0.2% of the portfolio, ranked #93.

NWF Advisory Services first reported a position in SGOV in Q1 2025 and has held it in 7 quarters since. 469 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

NWF Advisory Services held 20,881 shares of iShares 0-3 Month Treasury Bond ETF worth $2.1M as of Q3 2026.
NWF Advisory Services bought 5,764 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $580K.
iShares 0-3 Month Treasury Bond ETF made up 0.2% of NWF Advisory Services's portfolio in Q3 2026, its #93 holding.
NWF Advisory Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 7 quarters since.
469 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.