VWM
SGOV icon

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

Valley Wealth Managers’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 		– Sell
-78
Closed -$7.85K – 356
2026
Q2 		$7.85K Sell
78
-790
-91% -$79.4K ﹤0.01% 292
2026
Q1 		$87.4K Buy
+868
New +$87.3K 0.01% 189

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Valley Wealth Managers's SGOV Position: Q3 2026 in Review

Valley Wealth Managers sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026, closing a stake of 78 shares — an estimated $7.85K sold.

Valley Wealth Managers first reported a position in SGOV in Q1 2026 and held it in 2 quarters. The position peaked at $87.4K in Q1 2026. 70 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Valley Wealth Managers reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Valley Wealth Managers sold 78 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $7.85K.
  • Valley Wealth Managers first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2026 and held it in 2 quarters.
  • Valley Wealth Managers's iShares 0-3 Month Treasury Bond ETF position peaked at $87.4K in Q1 2026.
  • 70 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.