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

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

Historical chart of Herold 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 Herold 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 Herold Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $705k 7.0k 100.66

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Top funds holding Ishares 0-3 Month Treasury Bd Etf

Bank of America Corporation
LPL Financial
Morgan Stanley
UBS Group
CIBC Bancorp USA
HPM Partners
Raymond James Financial
Ameriprise Financial
Confluence Investment Management
Advisor Group Holdings
Royal Bank of Canada
Wells Fargo & Company
Colony
Envestnet Asset Management
GM Advisory

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