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Onyx Bridge Wealth Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Onyx Bridge Wealth Group’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 		$1.89M Sell
18,784
-20,021
-52% -$2.01M 0.17% 108
2026
Q1 		$3.91M Buy
38,805
+18,070
+87% +$1.82M 0.42% 59
2025
Q4 		$2.08M Buy
20,735
+16,650
+408% +$1.67M 0.22% 90
2025
Q3 		$411K Buy
+4,085
New +$411K 0.04% 245

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

Onyx Bridge Wealth Group's SGOV Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 52% in Q2 2026, selling an estimated $2.01M and leaving 18,784 shares worth $1.89M. The position accounts for 0.17% of the portfolio, ranked #108.

Onyx Bridge Wealth Group first reported a position in SGOV in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.91M in Q1 2026. 516 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Onyx Bridge Wealth Group held 18,784 shares of iShares 0-3 Month Treasury Bond ETF worth $1.89M as of Q2 2026.
  • Onyx Bridge Wealth Group sold 20,021 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.01M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.17% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #108 holding.
  • Onyx Bridge Wealth Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Onyx Bridge Wealth Group's iShares 0-3 Month Treasury Bond ETF position peaked at $3.91M in Q1 2026.
  • 516 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.