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Ishares 0-3 Month Treasury Bd Etf shares owned by Acumen Wealth Advisors

Quarter-by-quarter ownership of Ishares 0-3 Month Treasury Bd Etf (SGOV) shares owned by Acumen Wealth Advisors from 13F filings

Historical chart of Acumen Wealth Advisors investment in Ishares 0-3 Month Treasury Bd Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares 0-3 Month Treasury Bd Etf held by Acumen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares 0-3 Month Treasury Bd Etf by Acumen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $20k 199 100.67
2026-03-31 $16k 162 100.66

More positions owned by Acumen Wealth Advisors

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Rbb Fund Trust Firs Eagl Ov Etf (FEOE)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis All Int (AVNM)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Fidelity Covington Trust Fun Sma Mid Etf (FFSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Amazon (AMZN)
Ishares Core Msci Emkt (IEMG)
Micron Technology (MU)

View all positions for Acumen Wealth Advisors

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Bank of America Corporation
LPL Financial
Morgan Stanley
UBS Group
HPM Partners
CIBC Bancorp USA
Ameriprise Financial
Raymond James Financial
Advisor Group Holdings
Robinhood Asset Management
Jpmorgan Chase & Co
Confluence Investment Management
NorthRock Partners
Royal Bank of Canada
Wells Fargo & Company

View all funds holding Ishares 0-3 Month Treasury Bd Etf