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

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

Historical chart of Kassira 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 Kassira 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 Kassira Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $11M 108k 100.66

More positions owned by Kassira Wealth Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
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Vanguard Index Fds Growth Etf (VUG)
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Vanguard Scottsdale Fds Short Term Treas (VGSH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pfizer (PFE)
Dominion Resources (D)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (XBI)

View all positions for Kassira Wealth Management

Top funds holding Ishares 0-3 Month Treasury Bd Etf

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

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