Physician Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Physician Wealth Advisors’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	$37.8K	Buy	375 +85	+29%	+$8.55K	﹤0.01%	495
2026 Q1	$29.2K	Hold	290	–	–	﹤0.01%	524
2025 Q4	$29.1K	Hold	290	–	–	﹤0.01%	499
2025 Q3	$29.2K	Hold	290	–	–	﹤0.01%	491
2025 Q2	$29.2K	Hold	290	–	–	﹤0.01%	448
2025 Q1	$29.2K	Hold	290	–	–	0.01%	426
2024 Q4	$29.1K	Buy	+290	New	+$29.1K	﹤0.01%	437

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

VWM

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

Physician Wealth Advisors's SGOV Position: Q2 2026 in Review

Physician Wealth Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 29% in Q2 2026, buying an estimated $8.55K and bringing the position to 375 shares worth $37.8K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Physician Wealth Advisors first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. 309 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Physician Wealth Advisors held 375 shares of iShares 0-3 Month Treasury Bond ETF worth $37.8K as of Q2 2026.
Physician Wealth Advisors bought 85 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $8.55K.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #495 holding.
Physician Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
309 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.