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

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

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

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All positions including Ishares 0-3 Month Treasury Bd Etf held by Arkadios 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 Arkadios Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 128k 100.69
2025-06-30 $1.4M 14k 100.69
2025-03-31 $384k 3.8k 100.70
2024-12-31 $378k 3.8k 100.33
2024-09-30 $766k 7.6k 100.72
2024-06-30 $820k 8.1k 100.71
2024-03-31 $236k 2.3k 100.71
2023-12-31 $370k 3.7k 100.27

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Microsoft Corp Stock (MSFT)
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Jpmorgan Chase & Co Stock (JPM)
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Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Broadcom Stock (AVGO)
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Meta Platforms Inc Cl A Stock (META)
Ishares S&p 500 Growth Etf Etf (IVW)

View all positions for Arkadios 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