Wormser Freres Gestion’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Wormser Freres Gestion’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	$230K	Buy	+2,290	New	+$230K	0.13%	32

Other funds holding SGOV

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

Wormser Freres Gestion's SGOV Position: Q2 2026 in Review

Wormser Freres Gestion opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 2,290 shares worth $230K. The stake represents 0.13% of the portfolio and ranks #32 among its holdings.

295 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Wormser Freres Gestion held 2,290 shares of iShares 0-3 Month Treasury Bond ETF worth $230K as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new Wormser Freres Gestion position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.13% of Wormser Freres Gestion's portfolio in Q2 2026, its #32 holding.
295 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Wormser Freres Gestion's 13F filing for Q2 2026, filed 16 Jul 2026.