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

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

Historical chart of Diversify Wealth Management 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 Diversify Wealth Management 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 Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.7M 77k 100.40
2025-06-30 $7.0M 70k 100.49
2025-03-31 $4.5M 45k 100.66
2024-12-31 $295k 2.9k 100.45
2024-09-30 $262k 2.6k 100.59
2024-06-30 $222k 2.2k 100.36

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View all positions for Diversify Wealth Management

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