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

Wealth Preservation 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
Q1 		$398K Buy
3,951
+1,322
+50% +$133K 0.33% 39
2025
Q4 		$264K Buy
+2,629
New +$264K 0.13% 74

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealth Preservation Advisors's SGOV Position: Q1 2026 in Review

Wealth Preservation Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 50% in Q1 2026, buying an estimated $133K and bringing the position to 3,951 shares worth $398K. The position accounts for 0.33% of the portfolio, ranked #39.

Wealth Preservation Advisors first reported a position in SGOV in Q4 2025 and has held it in 2 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Wealth Preservation Advisors held 3,951 shares of iShares 0-3 Month Treasury Bond ETF worth $398K as of Q1 2026.
  • Wealth Preservation Advisors bought 1,322 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $133K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.33% of Wealth Preservation Advisors's portfolio in Q1 2026, its #39 holding.
  • Wealth Preservation Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.