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

WT Wealth Management’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	$378K	Buy	3,750 +5	+0.1%	+$503	0.1%	100
2026 Q1	$377K	Buy	3,745 +10	+0.3%	+$1K	0.11%	103
2025 Q4	$375K	Hold	3,735	–	–	0.11%	100
2025 Q3	$376K	Sell	3,735 -6	-0.2%	-$603	0.11%	98
2025 Q2	$377K	Buy	3,741 +41	+1%	+$4.12K	0.11%	104
2025 Q1	$372K	Hold	3,700	–	–	0.12%	97
2024 Q4	$371K	Buy	3,700 +300	+9%	+$30.1K	0.12%	102
2024 Q3	$342K	Hold	3,400	–	–	0.11%	95
2024 Q2	$342K	Sell	3,400 -128	-4%	-$12.9K	0.12%	92
2024 Q1	$355K	Hold	3,528	–	–	0.13%	89
2023 Q4	$354K	Sell	3,528 -2,662	-43%	-$267K	0.14%	89
2023 Q3	$623K	Sell	6,190 -4,583	-43%	-$460K	0.27%	71
2023 Q2	$1.08M	Sell	10,773 -79,245	-88%	-$7.96M	0.45%	66
2023 Q1	$9.05M	Buy	90,018 +32,416	+56%	+$3.25M	3.91%	5
2022 Q4	$5.77M	Buy	57,602 +5,640	+11%	+$565K	2.8%	8
2022 Q3	$5.21M	Sell	51,962 -1,397	-3%	-$140K	2.62%	9
2022 Q2	$5.34M	Buy	+53,359	New	+$5.34M	2.64%	9

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WT Wealth Management's SGOV Position: Q2 2026 in Review

WT Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.13% in Q2 2026, buying an estimated $503 and bringing the position to 3,750 shares worth $378K. The position accounts for 0.1% of the portfolio, ranked #100.

WT Wealth Management first reported a position in SGOV in Q2 2022 and has held it in 17 quarters since. The position peaked at $9.05M in Q1 2023. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

WT Wealth Management held 3,750 shares of iShares 0-3 Month Treasury Bond ETF worth $378K as of Q2 2026.
WT Wealth Management bought 5 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $503.
iShares 0-3 Month Treasury Bond ETF made up 0.1% of WT Wealth Management's portfolio in Q2 2026, its #100 holding.
WT Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
WT Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $9.05M in Q1 2023.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.