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Ishares 0-3 Month Treasury Bd Etf shares owned by United Advisor Group

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

Historical chart of United Advisor Group 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 United Advisor Group 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 United Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 17k 100.70
2025-06-30 $1.9M 19k 100.69
2025-03-31 $2.7M 27k 100.67
2024-12-31 $1.4M 14k 100.32
2024-09-30 $709k 7.0k 100.72
2024-06-30 $249k 2.5k 100.71
2024-03-31 $325k 3.2k 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
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Cetera Investment Advisers
Ameriprise Financial
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Captrust Financial Advisors
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