QPWM
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
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

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

Quadrant Private Wealth Management's SGOV Position: Q2 2026 in Review

Quadrant Private Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 79% in Q2 2026, buying an estimated $834K and bringing the position to 18,803 shares worth $1.89M. The position accounts for 0.42% of the portfolio, ranked #50.

Quadrant Private Wealth Management first reported a position in SGOV in Q3 2021 and has held it in 16 quarters since. 605 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Quadrant Private Wealth Management held 18,803 shares of iShares 0-3 Month Treasury Bond ETF worth $1.89M as of Q2 2026.
  • Quadrant Private Wealth Management bought 8,297 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $834K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.42% of Quadrant Private Wealth Management's portfolio in Q2 2026, its #50 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 16 quarters since.
  • 605 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.