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

15 Wealth Advisors LLC’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	$327K	Buy	+3,243	New	+$326K	0.08%	86

Other funds holding SGOV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

15 Wealth Advisors LLC's SGOV Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026: 3,243 shares worth $327K. The stake represents 0.08% of the portfolio and ranks #86 among its holdings.

166 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

15 Wealth Advisors LLC held 3,243 shares of iShares 0-3 Month Treasury Bond ETF worth $327K as of Q3 2026.
iShares 0-3 Month Treasury Bond ETF was a new 15 Wealth Advisors LLC position in Q3 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.08% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #86 holding.
166 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.