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

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

Historical chart of Genesis 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 Genesis 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 Genesis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $478k 4.7k 100.68

More positions owned by Genesis Wealth Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Wellington Us Quality (VFQY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Msci Equal Weite (EUSA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Mbs Etf (MBB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust Sst Spdr Bloombe (EBND)
Johnson & Johnson (JNJ)
Apple (AAPL)

View all positions for Genesis Wealth Advisors

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Bank of America Corporation
LPL Financial
Morgan Stanley
UBS Group
HPM Partners
Ameriprise Financial
Raymond James Financial
Advisor Group Holdings
Robinhood Asset Management
Jpmorgan Chase & Co
CIBC Bancorp USA
Confluence Investment Management
NorthRock Partners
Royal Bank of Canada
Wells Fargo & Company

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