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

Vigilare 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 		$72.6M Sell
720,786
-170,578
-19% -$17.1M 22.24% 1
2026
Q1 		$89.7M Buy
891,364
+729,500
+451% +$73.3M 30.32% 1
2025
Q4 		$16.2M Buy
161,864
+20,991
+15% +$2.11M 5.46% 4
2025
Q3 		$14.2M Sell
140,873
-266,264
-65% -$26.8M 4.91% 5
2025
Q2 		$41M Sell
407,137
-339,401
-45% -$34.1M 15.37% 1
2025
Q1 		$75.2M Sell
746,538
-236,488
-24% -$23.8M 30.01% 1
2024
Q4 		$98.6M Buy
983,026
+595,792
+154% +$59.8M 40.04% 1
2024
Q3 		$39M Buy
387,234
+264,715
+216% +$26.6M 15.77% 2
2024
Q2 		$12.3M Sell
122,519
-257,202
-68% -$25.9M 5.45% 3
2024
Q1 		$38.2M Buy
379,721
+57,965
+18% +$5.83M 18.85% 1
2023
Q4 		$32.3M Sell
321,756
-6,161
-2% -$619K 16.61% 2
2023
Q3 		$33M Buy
327,917
+103,091
+46% +$10.4M 21.06% 1
2023
Q2 		$22.6M Buy
224,826
+82,113
+58% +$8.24M 13.05% 2
2023
Q1 		$14.4M Buy
+142,713
New +$14.3M 8.1% 3

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
OFW
Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Vigilare Wealth Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 19% in Q2 2026, selling an estimated $17.1M and leaving 720,786 shares worth $72.6M. The position accounts for 22.24% of the portfolio, ranked #1.

Vigilare Wealth Management first reported a position in SGOV in Q1 2023 and has held it in 14 quarters since. The position peaked at $98.6M in Q4 2024. 237 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Vigilare Wealth Management held 720,786 shares of iShares 0-3 Month Treasury Bond ETF worth $72.6M as of Q2 2026.
  • Vigilare Wealth Management sold 170,578 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $17.1M.
  • iShares 0-3 Month Treasury Bond ETF made up 22.24% of Vigilare Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Vigilare Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Vigilare Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $98.6M in Q4 2024.
  • 237 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Vigilare Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.