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Ishares 0-3 Month Treasury Bd Etf shares owned by Roundview Capital

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

Historical chart of Roundview Capital 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 Roundview Capital 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 Roundview Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 19k 100.70
2025-06-30 $1.9M 19k 100.69
2025-03-31 $500k 5.0k 100.67
2024-12-31 $498k 5.0k 100.32
2024-09-30 $500k 5.0k 100.72
2024-06-30 $500k 5.0k 100.71

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Top funds holding Ishares 0-3 Month Treasury Bd Etf

Potomac Fund Management
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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

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