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

Wealth Enhancement Trust 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 		$59.8K Sell
594
-4,456
-88% -$448K 0.01% 457
2026
Q1 		$508K Sell
5,050
-5,900
-54% -$593K 0.06% 199
2025
Q4 		$1.1M Buy
+10,950
New +$1.1M 0.14% 126

Other funds holding SGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RAM
Robinhood Asset Management Menlo Park, California $1.87B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 88% in Q2 2026, selling an estimated $448K and leaving 594 shares worth $59.8K. The position accounts for 0.01% of the portfolio, ranked #457.

Wealth Enhancement Trust Services first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.1M in Q4 2025. 1,082 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Wealth Enhancement Trust Services held 594 shares of iShares 0-3 Month Treasury Bond ETF worth $59.8K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 4,456 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $448K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #457 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's iShares 0-3 Month Treasury Bond ETF position peaked at $1.1M in Q4 2025.
  • 1,082 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

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