One Wealth Management Investment & Advisory Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

One Wealth Management Investment & 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	$9.71M	Buy	96,426 +66,440	+222%	+$6.68M	10.19%	2
2026 Q1	$3.02M	Buy	29,986 +1,660	+6%	+$167K	3.64%	10
2025 Q4	$2.84M	Sell	28,326 -3,415	-11%	-$343K	3.1%	11
2025 Q3	$3.2M	Buy	31,741 +5,584	+21%	+$561K	3.71%	9
2025 Q2	$2.63M	Buy	26,157 +17,213	+192%	+$1.73M	3.39%	12
2025 Q1	$900K	Buy	+8,944	New	+$899K	1.49%	15

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

FFA

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

One Wealth Management Investment & Advisory Services's SGOV Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 222% in Q2 2026, buying an estimated $6.68M and bringing the position to 96,426 shares worth $9.71M. The position accounts for 10.19% of the portfolio, ranked #2.

One Wealth Management Investment & Advisory Services first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. 656 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

One Wealth Management Investment & Advisory Services held 96,426 shares of iShares 0-3 Month Treasury Bond ETF worth $9.71M as of Q2 2026.
One Wealth Management Investment & Advisory Services bought 66,440 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $6.68M.
iShares 0-3 Month Treasury Bond ETF made up 10.19% of One Wealth Management Investment & Advisory Services's portfolio in Q2 2026, its #2 holding.
One Wealth Management Investment & Advisory Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
656 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.