Wellspring Financial Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Wellspring Financial 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	$9.16M	Sell	90,999 -89,372	-50%	-$8.99M	0.6%	26
2026 Q1	$18.2M	Sell	180,371 -34,121	-16%	-$3.43M	1.36%	16
2025 Q4	$21.5M	Sell	214,492 -47,003	-18%	-$4.72M	1.7%	14
2025 Q3	$26.3M	Sell	261,495 -26,515	-9%	-$2.67M	2.42%	11
2025 Q2	$29M	Sell	288,010 -215,792	-43%	-$21.7M	2.91%	8
2025 Q1	$50.7M	Sell	503,802 -139,085	-22%	-$14M	5.64%	6
2024 Q4	$64.5M	Buy	642,887 +49,024	+8%	+$4.92M	6.74%	2
2024 Q3	$59.8M	Buy	593,863 +435,578	+275%	+$43.8M	7.14%	2
2024 Q2	$15.9M	Buy	158,285 +8,027	+5%	+$807K	2.17%	12
2024 Q1	$15.1M	Sell	150,258 -119,413	-44%	-$12M	2.39%	11
2023 Q4	$27M	Buy	269,671 +21,728	+9%	+$2.18M	6.73%	2
2023 Q3	$25M	Sell	247,943 -56,863	-19%	-$5.71M	7.3%	2
2023 Q2	$30.7M	Buy	304,806 +14,449	+5%	+$1.45M	8.68%	2
2023 Q1	$29.2M	Buy	290,357 +185,485	+177%	+$18.6M	8.67%	2
2022 Q4	$10.5M	Buy	104,872 +18,927	+22%	+$1.9M	3.49%	8
2022 Q3	$8.62M	Sell	85,945 -2,252	-3%	-$225K	3.18%	9
2022 Q2	$8.83M	Buy	+88,197	New	+$8.82M	3.08%	9

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

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

VWM

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

OFW

Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

Wellspring Financial Advisors's SGOV Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 50% in Q2 2026, selling an estimated $8.99M and leaving 90,999 shares worth $9.16M. The position accounts for 0.6% of the portfolio, ranked #26.

Wellspring Financial Advisors first reported a position in SGOV in Q2 2022 and has held it in 17 quarters since. The position peaked at $64.5M in Q4 2024. 268 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Wellspring Financial Advisors held 90,999 shares of iShares 0-3 Month Treasury Bond ETF worth $9.16M as of Q2 2026.
Wellspring Financial Advisors sold 89,372 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $8.99M.
iShares 0-3 Month Treasury Bond ETF made up 0.6% of Wellspring Financial Advisors's portfolio in Q2 2026, its #26 holding.
Wellspring Financial Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
Wellspring Financial Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $64.5M in Q4 2024.
268 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.