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POM Investment Strategies’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

POM Investment Strategies’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 		$1.01K Buy
+10
New +$1K ﹤0.01% 333
2025
Q1 		– Sell
-33
Closed -$3.26K – 341
2024
Q4 		$3.26K Buy
33
+1
+3% +$100 ﹤0.01% 244
2024
Q3 		$3.22K Buy
+32
New +$3.22K ﹤0.01% 194
2024
Q2 		– Sell
-5,904
Closed -$595K – 329
2024
Q1 		$595K Sell
5,904
-3,058
-34% -$307K 0.49% 19
2023
Q4 		$899K Buy
+8,962
New +$900K 0.82% 16

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 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

POM Investment Strategies's SGOV Position: Q2 2026 in Review

POM Investment Strategies opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 10 shares worth $1.01K. The stake represents ﹤0.01% of the portfolio and ranks #333 among its holdings. This is a return to the name: POM Investment Strategies previously reported a position in SGOV as recently as Q4 2024.

POM Investment Strategies first reported a position in SGOV in Q4 2023 and has held it in 5 quarters since. The position peaked at $899K in Q4 2023. 749 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • POM Investment Strategies held 10 shares of iShares 0-3 Month Treasury Bond ETF worth $1.01K as of Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new POM Investment Strategies position in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of POM Investment Strategies's portfolio in Q2 2026, its #333 holding.
  • POM Investment Strategies first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • POM Investment Strategies's iShares 0-3 Month Treasury Bond ETF position peaked at $899K in Q4 2023.
  • 749 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.