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

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

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.