Allied Private Wealth »

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

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

Historical chart of Allied Private 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 Allied Private Wealth 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 Allied Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.5M 35k 100.47

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Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
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Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Nvidia Corporation Stock (NVDA)
Avantis International Equity Etf Etf (AVDE)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
American Century Diversified Municipal Bond Etf Etf (TAXF)
Janus Henderson Small/mid Cap Growth Alpha Etf Etf (JSMD)
Ishares U.s. Technology Etf Etf (IYW)
Fidelity Msci Information Technology Index Etf Etf (FTEC)
Blackstone Stock (BX)
Alphabet Inc Cap Stk Cl C Stock (GOOG)

View all positions for Allied Private Wealth

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Bank of America Corporation
LPL Financial
Howard Capital Management
Morgan Stanley
UBS Group
CIBC Bancorp USA
HPM Partners
Raymond James Financial
Ameriprise Financial
Confluence Investment Management
Advisor Group Holdings
Royal Bank of Canada
Wells Fargo & Company
Colony
Envestnet Asset Management

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