WESPAC Advisors SoCal »

Ishares 0-3 Month Treasury Bd Etf shares owned by WESPAC Advisors SoCal

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

Historical chart of WESPAC Advisors SoCal 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 WESPAC Advisors SoCal consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares 0-3 Month Treasury Bd Etf by WESPAC Advisors SoCal

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.2M 32k 100.38
2025-09-30 $3.0M 30k 100.70

More positions owned by WESPAC Advisors SoCal

Vaneck Etf Trust Semiconductr Etf (SMH)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Us Br Del Se Etf (IAI)
Wal-Mart Stores (WMT)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Series Trust State Street Spd (XAR)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Ishs 5-10yr Invt (IGIB)

View all positions for WESPAC Advisors SoCal

Top funds holding Ishares 0-3 Month Treasury Bd Etf

LPL Financial
Atlantic Trust
HPM Partners
Raymond James Financial
UBS Group
Advisor Group Holdings
GM Advisory
Colony
Wealth Enhancement Advisory Services
Confluence Investment Management
Jpmorgan Chase & Co
NorthRock Partners
Ameriprise Financial
Captrust Financial Advisors
Cetera Investment Advisers

View all funds holding Ishares 0-3 Month Treasury Bd Etf