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

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

Historical chart of Trajan Wealth 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 Trajan 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 Trajan Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.7M 77k 100.70
2025-06-30 $8.3M 82k 100.69
2025-03-31 $7.6M 76k 100.67
2024-12-31 $11M 109k 100.32
2024-09-30 $11M 112k 100.72
2024-06-30 $9.7M 96k 100.71

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View all positions for Trajan Wealth

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