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Omnia Family Wealth’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Omnia Family Wealth’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 		$70.1M Buy
696,066
+178,712
+35% +$18M 18.78% 2
2026
Q1 		$52.1M Buy
517,354
+151,420
+41% +$15.2M 16.41% 2
2025
Q4 		$36.7M Buy
365,934
+171,294
+88% +$17.2M 10.85% 2
2025
Q3 		$19.6M Buy
194,640
+26,356
+16% +$2.65M 6.36% 3
2025
Q2 		$16.9M Buy
168,284
+15,610
+10% +$1.57M 6.14% 3
2025
Q1 		$15.4M Sell
152,674
-366
-0.2% -$36.8K 6.43% 3
2024
Q4 		$15.4M Sell
153,040
-559
-0.4% -$56.2K 6.35% 3
2024
Q3 		$15.5M Sell
153,599
-47,724
-24% -$4.8M 6.63% 3
2024
Q2 		$20.3M Buy
201,323
+3,477
+2% +$349K 8.58% 2
2024
Q1 		$19.9M Sell
197,846
-48,525
-20% -$4.88M 9.33% 2
2023
Q4 		$24.7M Buy
246,371
+180,686
+275% +$18.1M 12.66% 2
2023
Q3 		$6.61M Sell
65,685
-21,382
-25% -$2.15M 4.1% 7
2023
Q2 		$8.76M Buy
+87,067
New +$8.74M 5.95% 4
2022
Q4 		– Sell
-148,684
Closed -$14.9M – 72
2022
Q3 		$14.9M Sell
148,684
-13,835
-9% -$1.39M 12.25% 2
2022
Q2 		$16.3M Buy
+162,519
New +$16.3M 11.98% 2

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Omnia Family Wealth's SGOV Position: Q2 2026 in Review

Omnia Family Wealth increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 35% in Q2 2026, buying an estimated $18M and bringing the position to 696,066 shares worth $70.1M. The position accounts for 18.78% of the portfolio, ranked #2.

Omnia Family Wealth first reported a position in SGOV in Q2 2022 and has held it in 15 quarters since. 539 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Omnia Family Wealth held 696,066 shares of iShares 0-3 Month Treasury Bond ETF worth $70.1M as of Q2 2026.
  • Omnia Family Wealth bought 178,712 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $18M.
  • iShares 0-3 Month Treasury Bond ETF made up 18.78% of Omnia Family Wealth's portfolio in Q2 2026, its #2 holding.
  • Omnia Family Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 15 quarters since.
  • 539 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.