S.A. Mason
SGOV icon

S.A. Mason’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

S.A. Mason’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 		$120K Hold
1,194
– – 0.04% 263
2026
Q2 		$120K Hold
1,194
– – 0.04% 260
2026
Q1 		$120K Buy
1,194
+10
+0.8% +$1K 0.05% 247
2025
Q4 		$119K Hold
1,184
– – 0.05% 244
2025
Q3 		$119K Hold
1,184
– – 0.05% 237
2025
Q2 		$119K Buy
+1,184
New +$119K 0.06% 220

Other funds holding SGOV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

S.A. Mason's SGOV Position: Q3 2026 in Review

S.A. Mason held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q3 2026 at 1,194 shares worth $120K. The position accounts for 0.04% of the portfolio, ranked #263.

S.A. Mason first reported a position in SGOV in Q2 2025 and has held it in 6 quarters since. 866 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • S.A. Mason held 1,194 shares of iShares 0-3 Month Treasury Bond ETF worth $120K as of Q3 2026.
  • S.A. Mason left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q3 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.04% of S.A. Mason's portfolio in Q3 2026, its #263 holding.
  • S.A. Mason first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.