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

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

Historical chart of Heritage Oak 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 Heritage Oak 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 Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 24k 100.70
2025-06-30 $2.4M 24k 100.69
2025-03-31 $4.1M 41k 100.67
2024-12-31 $15M 148k 100.32
2024-09-30 $727k 7.2k 100.72
2024-06-30 $1.5M 15k 100.71

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Core Scientific (CORZ)
Managed Portfolio Series Kensington Hedge (KHPI)
Core Scientific *w Exp 01/23/202 (CORZW)
Bny Mellon Etf Trust High Yield Etf (BKHY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Franklin Templeton Etf Tr High Yield Corp (FLHY)
Thornburg Etf Tr Multi Sector Bd (TMB)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Ishares Tr Broad Usd High (USHY)

View all positions for Heritage Oak 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