WFA of San Diego’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
Bought
Maintained
Sold
Other funds holding SGOV
HCM
CBU
WFA of San Diego's SGOV Position: Q1 2026 in Review
WFA of San Diego increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.8% in Q1 2026, buying an estimated $503 and bringing the position to 109 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #292.
WFA of San Diego first reported a position in SGOV in Q2 2024 and has held it in 6 quarters since. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.
- WFA of San Diego held 109 shares of iShares 0-3 Month Treasury Bond ETF worth $11K as of Q1 2026.
- WFA of San Diego bought 5 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $503.
- iShares 0-3 Month Treasury Bond ETF made up 0.01% of WFA of San Diego's portfolio in Q1 2026, its #292 holding.
- WFA of San Diego first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 6 quarters since.
- 1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.
Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.