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

Wealth Enhancement Advisory Services’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	$168M	Buy	1,670,089 +210,419	+14%	+$21.2M	0.28%	58
2026 Q1	$147M	Sell	1,459,670 -665,877	-31%	-$66.9M	0.3%	56
2025 Q4	$213M	Buy	2,125,547 +245,543	+13%	+$24.7M	0.29%	57
2025 Q3	$189M	Buy	1,880,004 +163,885	+10%	+$16.5M	0.29%	62
2025 Q2	$172M	Buy	1,716,119 +814,794	+90%	+$81.9M	0.29%	65
2025 Q1	$90.7M	Sell	901,325 -2,961	-0.3%	-$298K	0.17%	112
2024 Q4	$90.7M	Buy	904,286 +221,283	+32%	+$22.2M	0.17%	122
2024 Q3	$68.8M	Buy	683,003 +186,192	+37%	+$18.7M	0.15%	138
2024 Q2	$50M	Buy	496,811 +108,899	+28%	+$10.9M	0.12%	175
2024 Q1	$39.1M	Sell	387,912 -8,880	-2%	-$893K	0.1%	204
2023 Q4	$39.8M	Sell	396,792 -10,513	-3%	-$1.06M	0.12%	179
2023 Q3	$41M	Buy	+407,305	New	+$40.9M	0.13%	155

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

Wealth Enhancement Advisory Services's SGOV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 14% in Q2 2026, buying an estimated $21.2M and bringing the position to 1,670,089 shares worth $168M. The position accounts for 0.28% of the portfolio, ranked #58.

Wealth Enhancement Advisory Services first reported a position in SGOV in Q3 2023 and has held it in 12 quarters since. The position peaked at $213M in Q4 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Wealth Enhancement Advisory Services held 1,670,089 shares of iShares 0-3 Month Treasury Bond ETF worth $168M as of Q2 2026.
Wealth Enhancement Advisory Services bought 210,419 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $21.2M.
iShares 0-3 Month Treasury Bond ETF made up 0.28% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #58 holding.
Wealth Enhancement Advisory Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's iShares 0-3 Month Treasury Bond ETF position peaked at $213M in Q4 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.