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

Waterfront Wealth’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 		$15.1M Buy
149,801
+43,680
+41% +$4.39M 2.34% 3
2026
Q1 		$10.7M Buy
106,121
+67,393
+174% +$6.77M 1.96% 4
2025
Q4 		$3.9M Buy
38,728
+6,396
+20% +$643K 0.74% 35
2025
Q3 		$3M Buy
32,332
+5,552
+21% +$558K 0.62% 43
2025
Q2 		$2.7M Buy
26,780
+7,001
+35% +$704K 0.6% 43
2025
Q1 		$1.99M Sell
19,779
-311
-2% -$31.3K 0.49% 58
2024
Q4 		$2.02M Sell
20,090
-1,152
-5% -$116K 0.49% 54
2024
Q3 		$2.14M Sell
21,242
-3,383
-14% -$340K 0.52% 49
2024
Q2 		$2.48M Sell
24,625
-35,794
-59% -$3.6M 0.67% 41
2024
Q1 		$6.08M Sell
60,419
-8,356
-12% -$840K 1.7% 12
2023
Q4 		$6.9M Sell
68,775
-20,474
-23% -$2.06M 2.03% 6
2023
Q3 		$8.95M Buy
89,249
+36,308
+69% +$3.65M 2.93% 2
2023
Q2 		$5.33M Buy
+52,941
New +$5.32M 1.58% 10

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
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
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

Waterfront Wealth's SGOV Position: Q2 2026 in Review

Waterfront Wealth increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 41% in Q2 2026, buying an estimated $4.39M and bringing the position to 149,801 shares worth $15.1M. The position accounts for 2.34% of the portfolio, ranked #3.

Waterfront Wealth first reported a position in SGOV in Q2 2023 and has held it in 13 quarters since. 591 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Waterfront Wealth held 149,801 shares of iShares 0-3 Month Treasury Bond ETF worth $15.1M as of Q2 2026.
  • Waterfront Wealth bought 43,680 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $4.39M.
  • iShares 0-3 Month Treasury Bond ETF made up 2.34% of Waterfront Wealth's portfolio in Q2 2026, its #3 holding.
  • Waterfront Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 591 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.