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

Wheelhouse 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 		$36.5M Buy
362,616
+12,188
+3% +$1.23M 10.3% 2
2026
Q1 		$35.3M Buy
+350,428
New +$35.2M 11.69% 1

Other funds holding SGOV

LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
WC
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
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

Wheelhouse Advisory Group's SGOV Position: Q2 2026 in Review

Wheelhouse Advisory Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3.5% in Q2 2026, buying an estimated $1.23M and bringing the position to 362,616 shares worth $36.5M. The position accounts for 10.3% of the portfolio, ranked #2.

Wheelhouse Advisory Group first reported a position in SGOV in Q1 2026 and has held it in 2 quarters since. 893 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Wheelhouse Advisory Group held 362,616 shares of iShares 0-3 Month Treasury Bond ETF worth $36.5M as of Q2 2026.
  • Wheelhouse Advisory Group bought 12,188 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.23M.
  • iShares 0-3 Month Treasury Bond ETF made up 10.3% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #2 holding.
  • Wheelhouse Advisory Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 893 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.