Selective Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Selective 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	$96.9M	Buy	963,067 +154,413	+19%	+$15.5M	25.41%	1
2026 Q1	$81.4M	Buy	808,654 +24,310	+3%	+$2.44M	24.12%	1
2025 Q4	$78.8M	Buy	784,344 +46,465	+6%	+$4.67M	24.61%	1
2025 Q3	$74.1M	Buy	737,879 +208,145	+39%	+$20.9M	23.85%	2
2025 Q2	$53.2M	Buy	529,734 +172,670	+48%	+$17.4M	19.43%	2
2025 Q1	$35.9M	Buy	357,064 +48,676	+16%	+$4.89M	15.61%	2
2024 Q4	$31M	Buy	308,388 +58,113	+23%	+$5.84M	12.58%	2
2024 Q3	$25.1M	Buy	250,275 +66,892	+36%	+$6.72M	10.44%	2
2024 Q2	$18.4M	Buy	183,383 +17,244	+10%	+$1.73M	8.11%	2
2024 Q1	$16.7M	Buy	166,139 +27,864	+20%	+$2.8M	7.25%	2
2023 Q4	$13.9M	Buy	138,275 +27,770	+25%	+$2.79M	6.99%	2
2023 Q3	$11.1M	Buy	110,505 +55,983	+103%	+$5.62M	6.09%	2
2023 Q2	$5.47M	Buy	+54,522	New	+$5.47M	2.73%	9
2022 Q4	$3.44M	Buy	34,295 +22,348	+187%	+$2.24M	1.82%	18
2022 Q3	$1.2M	Buy	+11,947	New	+$1.2M	0.51%	32

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

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 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

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

Selective Wealth Management's SGOV Position: Q2 2026 in Review

Selective Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 19% in Q2 2026, buying an estimated $15.5M and bringing the position to 963,067 shares worth $96.9M. The position accounts for 25.41% of the portfolio, ranked #1.

Selective Wealth Management first reported a position in SGOV in Q3 2022 and has held it in 15 quarters since. 534 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Selective Wealth Management held 963,067 shares of iShares 0-3 Month Treasury Bond ETF worth $96.9M as of Q2 2026.
Selective Wealth Management bought 154,413 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $15.5M.
iShares 0-3 Month Treasury Bond ETF made up 25.41% of Selective Wealth Management's portfolio in Q2 2026, its #1 holding.
Selective Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
534 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.