Serenus Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Serenus Wealth 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 Q2	$844K	Sell	8,383 -1,391	-14%	-$140K	0.15%	32
2026 Q1	$984K	Buy	9,774 +16	+0.2%	+$1.61K	0.2%	25
2025 Q4	$979K	Sell	9,758 -1,441	-13%	-$145K	0.19%	26
2025 Q3	$1.13M	Buy	11,199 +56	+0.5%	+$5.63K	0.19%	24
2025 Q2	$1.12M	Buy	11,143 +54	+0.5%	+$5.43K	0.19%	23
2025 Q1	$1.12M	Buy	11,089 +35	+0.3%	+$3.52K	0.19%	21
2024 Q4	$1.11M	Buy	+11,054	New	+$1.11M	0.19%	22

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Serenus Wealth Advisors's SGOV Position: Q2 2026 in Review

Serenus Wealth Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 14% in Q2 2026, selling an estimated $140K and leaving 8,383 shares worth $844K. The position accounts for 0.15% of the portfolio, ranked #32.

Serenus Wealth Advisors first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.13M in Q3 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Serenus Wealth Advisors held 8,383 shares of iShares 0-3 Month Treasury Bond ETF worth $844K as of Q2 2026.
Serenus Wealth Advisors sold 1,391 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $140K.
iShares 0-3 Month Treasury Bond ETF made up 0.15% of Serenus Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Serenus Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Serenus Wealth Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $1.13M in Q3 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Serenus Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.