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

Private 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 		$25.1M Buy
249,089
+63,623
+34% +$6.4M 9.68% 2
2026
Q1 		$18.7M Buy
185,466
+41,757
+29% +$4.2M 8.71% 2
2025
Q4 		$14.4M Buy
+143,709
New +$14.4M 6.92% 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

Private Wealth Group's SGOV Position: Q2 2026 in Review

Private Wealth Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 34% in Q2 2026, buying an estimated $6.4M and bringing the position to 249,089 shares worth $25.1M. The position accounts for 9.68% of the portfolio, ranked #2.

Private Wealth Group first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. 591 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Private Wealth Group held 249,089 shares of iShares 0-3 Month Treasury Bond ETF worth $25.1M as of Q2 2026.
  • Private Wealth Group bought 63,623 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $6.4M.
  • iShares 0-3 Month Treasury Bond ETF made up 9.68% of Private Wealth Group's portfolio in Q2 2026, its #2 holding.
  • Private Wealth Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 591 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.