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 Q2	$353K	Buy	3,505 +1,255	+56%	+$126K	0.01%	777
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 $1.55T 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

Western Wealth Management's SGOV Position: Q2 2026 in Review

Western Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 56% in Q2 2026, buying an estimated $126K and bringing the position to 3,505 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #777.

Western Wealth Management first reported a position in SGOV in Q2 2025 and has held it in 4 quarters since. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Western Wealth Management held 3,505 shares of iShares 0-3 Month Treasury Bond ETF worth $353K as of Q2 2026.
Western Wealth Management bought 1,255 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $126K.
iShares 0-3 Month Treasury Bond ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #777 holding.
Western Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.