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Ishares 0-3 Month Treasury Bd Etf shares owned by Wealthedge Investment Advisors

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

Historical chart of Wealthedge Investment Advisors 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 Wealthedge Investment Advisors 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 Wealthedge Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.5M 55k 100.70
2025-06-30 $9.1M 90k 100.69
2025-03-31 $2.1M 21k 100.67
2024-12-31 $1.5M 15k 100.32

More positions owned by Wealthedge Investment Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Microsoft Corporation (MSFT)
Agf Invts Tr Us Market Netrl (BTAL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Schwab Strategic Tr Us Tips Etf (SCHP)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Russell 2000 Etf (IWM)
Bristol Myers Squibb (BMY)

View all positions for Wealthedge Investment Advisors

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