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Raab & Moskowitz Asset Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Raab & Moskowitz Asset 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 		$1.49M Buy
+14,812
New +$1.49M 0.3% 73

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Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
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FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

Raab & Moskowitz Asset Management's SGOV Position: Q2 2026 in Review

Raab & Moskowitz Asset Management opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 14,812 shares worth $1.49M. The stake represents 0.3% of the portfolio and ranks #73 among its holdings.

687 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Raab & Moskowitz Asset Management held 14,812 shares of iShares 0-3 Month Treasury Bond ETF worth $1.49M as of Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Raab & Moskowitz Asset Management position in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.3% of Raab & Moskowitz Asset Management's portfolio in Q2 2026, its #73 holding.
  • 687 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Raab & Moskowitz Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.