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

Walser 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	$5.41M	Sell	53,721 -63,506	-54%	-$6.38M	2.25%	6
2026 Q1	$11.8M	Buy	117,227 +65,072	+125%	+$6.54M	5.3%	3
2025 Q4	$5.24M	Buy	+52,155	New	+$5.24M	2.76%	3

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

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

Walser Wealth Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 54% in Q2 2026, selling an estimated $6.38M and leaving 53,721 shares worth $5.41M. The position accounts for 2.25% of the portfolio, ranked #6.

Walser Wealth Management first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.8M in Q1 2026. 1,298 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Walser Wealth Management held 53,721 shares of iShares 0-3 Month Treasury Bond ETF worth $5.41M as of Q2 2026.
Walser Wealth Management sold 63,506 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $6.38M.
iShares 0-3 Month Treasury Bond ETF made up 2.25% of Walser Wealth Management's portfolio in Q2 2026, its #6 holding.
Walser Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
Walser Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $11.8M in Q1 2026.
1,298 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.