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 Q3	$99.1M	Buy	985,111 +22,044	+2%	+$2.22M	23.05%	1
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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Selective Wealth Management's SGOV Position: Q3 2026 in Review

Selective Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.3% in Q3 2026, buying an estimated $2.22M and bringing the position to 985,111 shares worth $99.1M. The position accounts for 23.05% of the portfolio, ranked #1.

Selective Wealth Management first reported a position in SGOV in Q3 2022 and has held it in 16 quarters since. 593 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Selective Wealth Management held 985,111 shares of iShares 0-3 Month Treasury Bond ETF worth $99.1M as of Q3 2026.
Selective Wealth Management bought 22,044 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $2.22M.
iShares 0-3 Month Treasury Bond ETF made up 23.05% of Selective Wealth Management's portfolio in Q3 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 16 quarters since.
593 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.