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

Unique Wealth’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	$274K	Buy	+2,717	New	+$273K	0.03%	186

Other funds holding SGOV

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

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

SWM

Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return

Unique Wealth's SGOV Position: Q3 2026 in Review

Unique Wealth opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026: 2,717 shares worth $274K. The stake represents 0.03% of the portfolio and ranks #186 among its holdings.

266 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Unique Wealth held 2,717 shares of iShares 0-3 Month Treasury Bond ETF worth $274K as of Q3 2026.
iShares 0-3 Month Treasury Bond ETF was a new Unique Wealth position in Q3 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.03% of Unique Wealth's portfolio in Q3 2026, its #186 holding.
266 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

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