Quadrant Private Wealth Management
SGOV icon

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

Quadrant Private Wealth Management’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 		$2.14M Buy
21,276
+2,473
+13% +$249K 0.28% 82
2026
Q2 		$1.89M Buy
18,803
+8,297
+79% +$834K 0.42% 50
2026
Q1 		$1.06M Buy
10,506
+6,654
+173% +$669K 0.16% 116
2025
Q4 		$387K Buy
+3,852
New +$387K 0.06% 195
2025
Q1 		– Sell
-2,328
Closed -$234K – 245
2024
Q4 		$234K Hold
2,328
– – 0.06% 214
2024
Q3 		$234K Sell
2,328
-1
-0% -$101 0.06% 215
2024
Q2 		$235K Sell
2,329
-3,041
-57% -$306K 0.05% 216
2024
Q1 		$541K Sell
5,370
-3,765
-41% -$378K 0.14% 130
2023
Q4 		$916K Buy
9,135
+2,929
+47% +$294K 0.25% 89
2023
Q3 		$625K Sell
6,206
-2,678
-30% -$269K 0.21% 96
2023
Q2 		$894K Sell
8,884
-2,160
-20% -$217K 0.26% 86
2023
Q1 		$1.11M Sell
11,044
-315
-3% -$31.6K 0.35% 74
2022
Q4 		$1.14M Buy
+11,359
New +$1.14M 0.38% 71
2022
Q2 		$908K Sell
9,072
-2,859
-24% -$286K 0.37% 65
2022
Q1 		$1.19M Buy
11,931
+1,549
+15% +$155K 0.45% 59
2021
Q4 		$1.04M Buy
10,382
+6,403
+161% +$640K 0.39% 64
2021
Q3 		$398K Buy
+3,979
New +$398K 0.16% 127

Other funds holding SGOV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
True North Advisors
True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Hollow Brook Wealth Management
Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Quadrant Private Wealth Management's SGOV Position: Q3 2026 in Review

Quadrant Private Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 13% in Q3 2026, buying an estimated $249K and bringing the position to 21,276 shares worth $2.14M. The position accounts for 0.28% of the portfolio, ranked #82.

Quadrant Private Wealth Management first reported a position in SGOV in Q3 2021 and has held it in 17 quarters since. 993 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Quadrant Private Wealth Management held 21,276 shares of iShares 0-3 Month Treasury Bond ETF worth $2.14M as of Q3 2026.
  • Quadrant Private Wealth Management bought 2,473 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $249K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.28% of Quadrant Private Wealth Management's portfolio in Q3 2026, its #82 holding.
  • Quadrant Private Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2021 and has held it in 17 quarters since.
  • 993 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.