Wescott Financial Advisory Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Wescott Financial Advisory Group’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	$201K	Buy	2,002 +10	+0.5%	+$1K	0.02%	196
2026 Q1	$201K	Buy	+1,992	New	+$200K	0.02%	189
2025 Q2	–	Sell	-4,515	Closed	-$455K	–	181
2025 Q1	$455K	Buy	4,515 +28	+0.6%	+$2.81K	0.05%	116
2024 Q4	$450K	Sell	4,487 -130	-3%	-$13.1K	0.05%	120
2024 Q3	$465K	Buy	4,617 +58	+1%	+$5.83K	0.05%	118
2024 Q2	$459K	Buy	4,559 +1,547	+51%	+$156K	0.05%	117
2024 Q1	$303K	Buy	+3,012	New	+$303K	0.04%	137

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Wescott Financial Advisory Group's SGOV Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.5% in Q2 2026, buying an estimated $1K and bringing the position to 2,002 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #196.

Wescott Financial Advisory Group first reported a position in SGOV in Q1 2024 and has held it in 7 quarters since. The position peaked at $465K in Q3 2024. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Wescott Financial Advisory Group held 2,002 shares of iShares 0-3 Month Treasury Bond ETF worth $201K as of Q2 2026.
Wescott Financial Advisory Group bought 10 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1K.
iShares 0-3 Month Treasury Bond ETF made up 0.02% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #196 holding.
Wescott Financial Advisory Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 7 quarters since.
Wescott Financial Advisory Group's iShares 0-3 Month Treasury Bond ETF position peaked at $465K in Q3 2024.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.