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

VanWeelden 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	$8.42M	Buy	83,635 +2,032	+2%	+$204K	6.26%	8
2026 Q1	$8.21M	Sell	81,603 -3,587	-4%	-$361K	6.55%	5
2025 Q4	$8.55M	Buy	85,190 +13,463	+19%	+$1.35M	6.72%	8
2025 Q3	$7.22M	Buy	+71,727	New	+$7.21M	5.94%	8
2025 Q1	$6.12M	Buy	60,761 +9,296	+18%	+$934K	5.44%	7
2024 Q4	$5.16M	Buy	+51,465	New	+$5.17M	4.66%	6
2024 Q2	$6.71M	Buy	+66,609	New	+$6.7M	5.75%	8

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

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

VanWeelden Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.5% in Q2 2026, buying an estimated $204K and bringing the position to 83,635 shares worth $8.42M. The position accounts for 6.26% of the portfolio, ranked #8.

VanWeelden Wealth Management first reported a position in SGOV in Q2 2024 and has held it in 7 quarters since. The position peaked at $8.55M in Q4 2025. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

VanWeelden Wealth Management held 83,635 shares of iShares 0-3 Month Treasury Bond ETF worth $8.42M as of Q2 2026.
VanWeelden Wealth Management bought 2,032 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $204K.
iShares 0-3 Month Treasury Bond ETF made up 6.26% of VanWeelden Wealth Management's portfolio in Q2 2026, its #8 holding.
VanWeelden Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 7 quarters since.
VanWeelden Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $8.55M in Q4 2025.
1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on VanWeelden Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.