Wedmont Private Capital’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Wedmont Private Capital’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	$356K	Buy	3,540 +1,344	+61%	+$135K	0.01%	676
2026 Q1	$221K	Hold	2,196	–	–	0.01%	778
2025 Q4	$221K	Buy	+2,196	New	+$221K	0.01%	754
2025 Q1	–	Sell	-3,191	Closed	-$321K	–	759
2024 Q4	$321K	Buy	+3,191	New	+$321K	0.02%	518
2023 Q4	–	Sell	-15,966	Closed	-$1.6M	–	593
2023 Q3	$1.6M	Buy	+15,966	New	+$1.6M	0.16%	87

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wedmont Private Capital's SGOV Position: Q2 2026 in Review

Wedmont Private Capital increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 61% in Q2 2026, buying an estimated $135K and bringing the position to 3,540 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #676.

Wedmont Private Capital first reported a position in SGOV in Q3 2023 and has held it in 5 quarters since. The position peaked at $1.6M in Q3 2023. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Wedmont Private Capital held 3,540 shares of iShares 0-3 Month Treasury Bond ETF worth $356K as of Q2 2026.
Wedmont Private Capital bought 1,344 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $135K.
iShares 0-3 Month Treasury Bond ETF made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #676 holding.
Wedmont Private Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 5 quarters since.
Wedmont Private Capital's iShares 0-3 Month Treasury Bond ETF position peaked at $1.6M in Q3 2023.
429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.