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Spectrum Asset Management (California)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Spectrum Asset Management (California)’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 		$4.37M Buy
+43,369
New +$4.36M 1.21% 24

Other funds holding SGOV

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RAM
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CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Spectrum Asset Management (California)'s SGOV Position: Q2 2026 in Review

Spectrum Asset Management (California) opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 43,369 shares worth $4.37M. The stake represents 1.21% of the portfolio and ranks #24 among its holdings.

998 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Spectrum Asset Management (California) held 43,369 shares of iShares 0-3 Month Treasury Bond ETF worth $4.37M as of Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Spectrum Asset Management (California) position in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 1.21% of Spectrum Asset Management (California)'s portfolio in Q2 2026, its #24 holding.
  • 998 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Spectrum Asset Management (California)'s 13F filing for Q2 2026, filed 3 Aug 2026.