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

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

Historical chart of Leo Wealth investment in Ishares 0-3 Month Treasury Bd Etf

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All positions including Ishares 0-3 Month Treasury Bd Etf held by Leo Wealth 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 Leo Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 11k 107.95
2025-09-30 $570k 5.7k 100.70
2024-12-31 $208k 2.1k 100.30

More positions owned by Leo Wealth

Vanguard World Esg Us Stk Etf (ESGV)
Affirm Hldgs Com Cl A (AFRM)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard World Esg Intl Stk Etf (VSGX)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Johnson & Johnson (JNJ)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYM)
Amazon (AMZN)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Leo Wealth

Top funds holding Ishares 0-3 Month Treasury Bd Etf

LPL Financial
Atlantic Trust
HPM Partners
Raymond James Financial
UBS Group
Advisor Group Holdings
GM Advisory
Colony
Wealth Enhancement Advisory Services
Confluence Investment Management
Jpmorgan Chase & Co
NorthRock Partners
Ameriprise Financial
Captrust Financial Advisors
Cetera Investment Advisers

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