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 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VanWeelden Wealth Management's SGOV Position: Q1 2026 in Review

VanWeelden Wealth Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.2% in Q1 2026, selling an estimated $361K and leaving 81,603 shares worth $8.21M. The position accounts for 6.55% of the portfolio, ranked #5.

VanWeelden Wealth Management first reported a position in SGOV in Q2 2024 and has held it in 6 quarters since. The position peaked at $8.55M in Q4 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

VanWeelden Wealth Management held 81,603 shares of iShares 0-3 Month Treasury Bond ETF worth $8.21M as of Q1 2026.
VanWeelden Wealth Management sold 3,587 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $361K.
iShares 0-3 Month Treasury Bond ETF made up 6.55% of VanWeelden Wealth Management's portfolio in Q1 2026, its #5 holding.
VanWeelden Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 6 quarters since.
VanWeelden Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $8.55M in Q4 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on VanWeelden Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.