Western Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Western Wealth Management’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 Q1	$226K	Hold	2,250	–	–	0.01%	884
2025 Q4	$226K	Buy	+2,250	New	+$226K	0.01%	764
2025 Q3	–	Sell	-2,706	Closed	-$272K	–	784
2025 Q2	$272K	Buy	+2,706	New	+$272K	0.02%	577

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Western Wealth Management's SGOV Position: Q1 2026 in Review

Western Wealth Management held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q1 2026 at 2,250 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #884.

Western Wealth Management first reported a position in SGOV in Q2 2025 and has held it in 3 quarters since. The position peaked at $272K in Q2 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Western Wealth Management held 2,250 shares of iShares 0-3 Month Treasury Bond ETF worth $226K as of Q1 2026.
Western Wealth Management left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q1 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #884 holding.
Western Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 3 quarters since.
Western Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $272K in Q2 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.