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 Q3	$373K	Sell	3,700 -50	-1%	-$5.03K	0.1%	107
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

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

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

FFG

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

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

KWA

Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

WT Wealth Management's SGOV Position: Q3 2026 in Review

WT Wealth Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.3% in Q3 2026, selling an estimated $5.03K and leaving 3,700 shares worth $373K. The position accounts for 0.1% of the portfolio, ranked #107.

WT Wealth Management first reported a position in SGOV in Q2 2022 and has held it in 18 quarters since. The position peaked at $9.05M in Q1 2023. 172 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

WT Wealth Management held 3,700 shares of iShares 0-3 Month Treasury Bond ETF worth $373K as of Q3 2026.
WT Wealth Management sold 50 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $5.03K.
iShares 0-3 Month Treasury Bond ETF made up 0.1% of WT Wealth Management's portfolio in Q3 2026, its #107 holding.
WT Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 18 quarters since.
WT Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $9.05M in Q1 2023.
172 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.