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

Valued Wealth Advisors’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	$1.7M	Buy	+16,912	New	+$1.7M	0.62%	22

Other funds holding SGOV

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Valued Wealth Advisors's SGOV Position: Q2 2026 in Review

Valued Wealth Advisors opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 16,912 shares worth $1.7M. The stake represents 0.62% of the portfolio and ranks #22 among its holdings.

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

Valued Wealth Advisors held 16,912 shares of iShares 0-3 Month Treasury Bond ETF worth $1.7M as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new Valued Wealth Advisors position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.62% of Valued Wealth Advisors's portfolio in Q2 2026, its #22 holding.
429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.