Quest 10 Wealth Builders’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Quest 10 Wealth Builders’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	$36.6K	Buy	364 +251	+222%	+$25.2K	0.03%	284
2026 Q2	$11.4K	Sell	113 -3	-3%	-$302	0.01%	428
2026 Q1	$11.7K	Buy	116 +75	+183%	+$7.54K	0.01%	424
2025 Q4	$4.12K	Buy	+41	New	+$4.12K	﹤0.01%	518
2025 Q1	–	Sell	-48	Closed	-$4.82K	–	811
2024 Q4	$4.82K	Buy	+48	New	+$4.82K	﹤0.01%	501

Other funds holding SGOV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

CIBC Bancorp USA Chicago, Illinois $79.9B AUM

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Quest 10 Wealth Builders's SGOV Position: Q3 2026 in Review

Quest 10 Wealth Builders increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 222% in Q3 2026, buying an estimated $25.2K and bringing the position to 364 shares worth $36.6K. The position accounts for 0.03% of the portfolio, ranked #284.

Quest 10 Wealth Builders first reported a position in SGOV in Q4 2024 and has held it in 5 quarters since. 1,202 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Quest 10 Wealth Builders held 364 shares of iShares 0-3 Month Treasury Bond ETF worth $36.6K as of Q3 2026.
Quest 10 Wealth Builders bought 251 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $25.2K.
iShares 0-3 Month Treasury Bond ETF made up 0.03% of Quest 10 Wealth Builders's portfolio in Q3 2026, its #284 holding.
Quest 10 Wealth Builders first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 5 quarters since.
1,202 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q3 2026, filed 2 Nov 2026.