Alaethes Wealth »

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

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

Historical chart of Alaethes Wealth 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 Alaethes Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $544k 5.4k 100.70
2025-06-30 $443k 4.4k 100.69

More positions owned by Alaethes Wealth

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Global X Fds 1-3 Month T-bill (CLIP)
Microsoft Corporation (MSFT)
Ishares Tr Shrt Nat Mun Etf (SUB)
Amazon (AMZN)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Arista Networks Com Shs (ANET)
Meta Platforms Cl A (META)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)

View all positions for Alaethes Wealth

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Potomac Fund Management
Morgan Stanley
LPL Financial
Raymond James Financial
Confluence Investment Management
GM Advisory
Advisor Group Holdings
Jpmorgan Chase & Co
UBS Group
Cetera Investment Advisers
Ameriprise Financial
Wealth Enhancement Advisory Services
HPM Partners
Captrust Financial Advisors
Atlantic Trust

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