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Wealth Alliance Advisory Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Wealth Alliance Advisory Group’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
Q3 		$360K Buy
+3,580
New +$360K 0.05% 151

Other funds holding SGOV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return

Wealth Alliance Advisory Group's SGOV Position: Q3 2026 in Review

Wealth Alliance Advisory Group opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026: 3,580 shares worth $360K. The stake represents 0.05% of the portfolio and ranks #151 among its holdings.

179 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Wealth Alliance Advisory Group held 3,580 shares of iShares 0-3 Month Treasury Bond ETF worth $360K as of Q3 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Wealth Alliance Advisory Group position in Q3 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.05% of Wealth Alliance Advisory Group's portfolio in Q3 2026, its #151 holding.
  • 179 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.