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

Warren Street 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	$7.42M	Sell	73,658 -6,239	-8%	-$627K	1.65%	16
2026 Q1	$8.04M	Buy	79,897 +1,396	+2%	+$140K	2.05%	10
2025 Q4	$7.88M	Sell	78,501 -31	-0%	-$3.12K	2.25%	11
2025 Q3	$7.91M	Buy	78,532 +8,209	+12%	+$825K	2.36%	10
2025 Q2	$7.08M	Sell	70,323 -7,319	-9%	-$736K	2.33%	8
2025 Q1	$7.82M	Buy	77,642 +23,491	+43%	+$2.36M	3.03%	7
2024 Q4	$5.43M	Buy	54,151 +2,398	+5%	+$241K	2.22%	9
2024 Q3	$5.21M	Buy	51,753 +23,265	+82%	+$2.34M	2.15%	9
2024 Q2	$2.87M	Sell	28,488 -4,900	-15%	-$493K	1.43%	15
2024 Q1	$3.36M	Buy	33,388 +13,921	+72%	+$1.4M	1.66%	12
2023 Q4	$1.95M	Buy	19,467 +16,842	+642%	+$1.69M	1.11%	16
2023 Q3	$264K	Buy	+2,625	New	+$264K	0.17%	67

Other funds holding SGOV

CIM

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 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

JFA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFIM

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

Warren Street Wealth Advisors's SGOV Position: Q2 2026 in Review

Warren Street Wealth Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 7.8% in Q2 2026, selling an estimated $627K and leaving 73,658 shares worth $7.42M. The position accounts for 1.65% of the portfolio, ranked #16.

Warren Street Wealth Advisors first reported a position in SGOV in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.04M in Q1 2026. 562 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Warren Street Wealth Advisors held 73,658 shares of iShares 0-3 Month Treasury Bond ETF worth $7.42M as of Q2 2026.
Warren Street Wealth Advisors sold 6,239 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $627K.
iShares 0-3 Month Treasury Bond ETF made up 1.65% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #16 holding.
Warren Street Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Warren Street Wealth Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $8.04M in Q1 2026.
562 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.