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

Spire 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	$5.57M	Buy	55,301 +11,548	+26%	+$1.16M	0.17%	130
2026 Q1	$4.4M	Buy	43,753 +468	+1%	+$47K	0.15%	142
2025 Q4	$4.34M	Buy	43,285 +42,129	+3,644%	+$4.23M	0.15%	139
2025 Q3	$116K	Buy	1,156 +266	+30%	+$26.7K	﹤0.01%	939
2025 Q2	$89.6K	Sell	890 -948	-52%	-$95.3K	﹤0.01%	1016
2025 Q1	$185K	Buy	1,838 +1	+0.1%	+$101	0.01%	838
2024 Q4	$184K	Sell	1,837 -46	-2%	-$4.62K	0.01%	846
2024 Q3	$190K	Sell	1,883 -309	-14%	-$31.1K	0.01%	738
2024 Q2	$221K	Buy	2,192 +31	+1%	+$3.12K	0.01%	696
2024 Q1	$218K	Sell	2,161 -444	-17%	-$44.6K	﹤0.01%	744
2023 Q4	$262K	Buy	2,605 +24	+0.9%	+$2.41K	0.01%	689
2023 Q3	$260K	Buy	2,581 +60	+2%	+$6.03K	0.01%	635
2023 Q2	$254K	Buy	2,521 +267	+12%	+$26.8K	0.01%	657
2023 Q1	$227K	Buy	2,254 +1,365	+154%	+$137K	0.01%	687
2022 Q4	$89K	Buy	+889	New	+$89.1K	0.01%	789
2022 Q3	–	Sell	-859	Closed	-$86K	–	2545
2022 Q2	$86K	Hold	859	–	–	﹤0.01%	1088
2022 Q1	$86K	Hold	859	–	–	﹤0.01%	1216
2021 Q4	$86K	Buy	+859	New	+$85.9K	﹤0.01%	1475

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

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

Spire Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 26% in Q2 2026, buying an estimated $1.16M and bringing the position to 55,301 shares worth $5.57M. The position accounts for 0.17% of the portfolio, ranked #130.

Spire Wealth Management first reported a position in SGOV in Q4 2021 and has held it in 18 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Spire Wealth Management held 55,301 shares of iShares 0-3 Month Treasury Bond ETF worth $5.57M as of Q2 2026.
Spire Wealth Management bought 11,548 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.16M.
iShares 0-3 Month Treasury Bond ETF made up 0.17% of Spire Wealth Management's portfolio in Q2 2026, its #130 holding.
Spire Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2021 and has held it in 18 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.