Ishares 0-3 Month Treasury Bd Etf shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Ishares 0-3 Month Treasury Bd Etf (SGOV) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Ishares 0-3 Month Treasury Bd Etf
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Quarterly reported holdings in Ishares 0-3 Month Treasury Bd Etf by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $349k | 3.5k | 100.37 |
| 2025-03-31 | $431k | 4.3k | 100.67 |
| 2024-12-31 | $429k | 4.3k | 100.34 |
| 2024-09-30 | $431k | 4.3k | 100.72 |
| 2024-06-30 | $431k | 4.3k | 100.71 |
| 2024-03-31 | $431k | 4.3k | 100.71 |
| 2023-12-31 | $471k | 4.7k | 100.27 |
| 2023-09-30 | $471k | 4.7k | 100.36 |
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Top funds holding Ishares 0-3 Month Treasury Bd Etf
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