WIA
SGOV icon

Wealthedge Investment Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Wealthedge Investment 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
Q2 		$5.34M Sell
53,087
-3,629
-6% -$365K 1.82% 14
2026
Q1 		$5.71M Sell
56,716
-29,754
-34% -$2.99M 2.1% 14
2025
Q4 		$8.68M Buy
86,470
+31,575
+58% +$3.17M 3.21% 5
2025
Q3 		$5.53M Sell
54,895
-35,249
-39% -$3.54M 2.09% 13
2025
Q2 		$9.08M Buy
90,144
+69,296
+332% +$6.97M 3.78% 3
2025
Q1 		$2.1M Buy
20,848
+6,311
+43% +$634K 0.95% 28
2024
Q4 		$1.46M Buy
+14,537
New +$1.46M 0.66% 42

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthedge Investment Advisors's SGOV Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 6.4% in Q2 2026, selling an estimated $365K and leaving 53,087 shares worth $5.34M. The position accounts for 1.82% of the portfolio, ranked #14.

Wealthedge Investment Advisors first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.08M in Q2 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Wealthedge Investment Advisors held 53,087 shares of iShares 0-3 Month Treasury Bond ETF worth $5.34M as of Q2 2026.
  • Wealthedge Investment Advisors sold 3,629 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $365K.
  • iShares 0-3 Month Treasury Bond ETF made up 1.82% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #14 holding.
  • Wealthedge Investment Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Wealthedge Investment Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $9.08M in Q2 2025.
  • 1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.