Private Wealth Group
SGOV icon

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
Q3 		$34.3M Buy
340,956
+91,867
+37% +$9.24M 13.07% 2
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Robinhood Asset Management
Robinhood Asset Management Menlo Park, California $2.11B AUM 21.56% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Private Wealth Group's SGOV Position: Q3 2026 in Review

Private Wealth Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 37% in Q3 2026, buying an estimated $9.24M and bringing the position to 340,956 shares worth $34.3M. The position accounts for 13.07% of the portfolio, ranked #2.

Private Wealth Group first reported a position in SGOV in Q4 2025 and has held it in 4 quarters since. 1,251 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Private Wealth Group held 340,956 shares of iShares 0-3 Month Treasury Bond ETF worth $34.3M as of Q3 2026.
  • Private Wealth Group bought 91,867 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $9.24M.
  • iShares 0-3 Month Treasury Bond ETF made up 13.07% of Private Wealth Group's portfolio in Q3 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 4 quarters since.
  • 1,251 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.