Alta Wealth Advisors »

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

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

Historical chart of Alta 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 Alta Wealth Advisors 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 Alta Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 16k 100.70
2025-03-31 $1.5M 15k 100.67
2024-12-31 $943k 9.4k 100.32

More positions owned by Alta Wealth Advisors

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Sophia Genetics Sa Ordinary Shares (SOPH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Val Etf (IWD)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Costco Wholesale Corporation (COST)

View all positions for Alta Wealth Advisors

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