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

WESPAC 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	$1.09M	Sell	10,825 -72,757	-87%	-$7.31M	0.53%	53
2026 Q1	$8.41M	Buy	+83,582	New	+$8.4M	4.61%	2
2025 Q1	–	Sell	-7,310	Closed	-$733K	–	197
2024 Q4	$733K	Buy	+7,310	New	+$734K	0.54%	72
2024 Q1	–	Sell	-14,461	Closed	-$1.45M	–	182
2023 Q4	$1.45M	Sell	14,461 -19,936	-58%	-$2M	1.01%	28
2023 Q3	$3.46M	Buy	34,397 +4,826	+16%	+$485K	2.59%	3
2023 Q2	$2.98M	Buy	29,571 +17,516	+145%	+$1.76M	2.38%	5
2023 Q1	$1.21M	Buy	+12,055	New	+$1.21M	1.14%	30

Other funds holding SGOV

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

CIM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Westerkirk Capital Victoria $1.04B AUM 28.18% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

WESPAC Advisors's SGOV Position: Q2 2026 in Review

WESPAC Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 87% in Q2 2026, selling an estimated $7.31M and leaving 10,825 shares worth $1.09M. The position accounts for 0.53% of the portfolio, ranked #53.

WESPAC Advisors first reported a position in SGOV in Q1 2023 and has held it in 7 quarters since. The position peaked at $8.41M in Q1 2026. 926 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

WESPAC Advisors held 10,825 shares of iShares 0-3 Month Treasury Bond ETF worth $1.09M as of Q2 2026.
WESPAC Advisors sold 72,757 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $7.31M.
iShares 0-3 Month Treasury Bond ETF made up 0.53% of WESPAC Advisors's portfolio in Q2 2026, its #53 holding.
WESPAC Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 7 quarters since.
WESPAC Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $8.41M in Q1 2026.
926 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.