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

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

Historical chart of Integris 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 Integris 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 Integris Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 27k 100.70
2024-09-30 $260k 2.6k 100.72

More positions owned by Integris Wealth Management

Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Caterpillar (CAT)
Apple (AAPL)
Ishares Tr Core Msci Euro (IEUR)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Microsoft Corporation (MSFT)

View all positions for Integris 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