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

Winnow Wealth’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 Q3	$9.26M	Sell	92,016 -10,052	-10%	-$1.01M	6.12%	1
2026 Q2	$10.3M	Sell	102,068 -6,563	-6%	-$660K	6.99%	1
2026 Q1	$10.9M	Buy	108,631 +1,605	+1%	+$161K	8.44%	1
2025 Q4	$10.8M	Buy	+107,026	New	+$10.8M	7.99%	1

Other funds holding SGOV

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Winnow Wealth's SGOV Position: Q3 2026 in Review

Winnow Wealth reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 9.8% in Q3 2026, selling an estimated $1.01M and leaving 92,016 shares worth $9.26M. The position accounts for 6.12% of the portfolio, ranked #1.

Winnow Wealth first reported a position in SGOV in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.9M in Q1 2026. 570 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Winnow Wealth held 92,016 shares of iShares 0-3 Month Treasury Bond ETF worth $9.26M as of Q3 2026.
Winnow Wealth sold 10,052 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $1.01M.
iShares 0-3 Month Treasury Bond ETF made up 6.12% of Winnow Wealth's portfolio in Q3 2026, its #1 holding.
Winnow Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
Winnow Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $10.9M in Q1 2026.
570 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.