RTD Financial Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

RTD Financial Advisors’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	$13.3M	Buy	+131,939	New	+$13.3M	1.45%	22

Other funds holding SGOV

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

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

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

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

RTD Financial Advisors's SGOV Position: Q3 2026 in Review

RTD Financial Advisors opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026: 131,939 shares worth $13.3M. The stake represents 1.45% of the portfolio and ranks #22 among its holdings.

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

RTD Financial Advisors held 131,939 shares of iShares 0-3 Month Treasury Bond ETF worth $13.3M as of Q3 2026.
iShares 0-3 Month Treasury Bond ETF was a new RTD Financial Advisors position in Q3 2026.
iShares 0-3 Month Treasury Bond ETF made up 1.45% of RTD Financial Advisors's portfolio in Q3 2026, its #22 holding.
70 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on RTD Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.