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Strategic Investment Solutions’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Strategic Investment Solutions’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 		$1.21K Buy
+12
New +$1.21K ﹤0.01% 615
2026
Q1 		– Sell
-36
Closed -$3.59K – 699
2025
Q4 		$3.59K Buy
36
+1
+3% +$100 ﹤0.01% 503
2025
Q3 		$3.55K Buy
+35
New +$3.52K ﹤0.01% 479

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VWM
Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
OFW
Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Strategic Investment Solutions's SGOV Position: Q2 2026 in Review

Strategic Investment Solutions opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 12 shares worth $1.21K. The stake represents ﹤0.01% of the portfolio and ranks #615 among its holdings. This is a return to the name: Strategic Investment Solutions previously reported a position in SGOV as recently as Q4 2025.

Strategic Investment Solutions first reported a position in SGOV in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.59K in Q4 2025. 230 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Strategic Investment Solutions held 12 shares of iShares 0-3 Month Treasury Bond ETF worth $1.21K as of Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Strategic Investment Solutions position in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #615 holding.
  • Strategic Investment Solutions first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Strategic Investment Solutions's iShares 0-3 Month Treasury Bond ETF position peaked at $3.59K in Q4 2025.
  • 230 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.