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

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

Historical chart of West Wealth Group 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 West Wealth 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 West Wealth Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $660k 6.6k 100.39
2025-09-30 $548k 5.4k 100.52
2025-06-30 $586k 5.8k 100.43
2025-03-31 $312k 3.1k 100.35

More positions owned by West Wealth Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Vanguard World Mega Cap Index (MGC)
Spdr Series Trust State Street Spd (SPYM)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Core Univrsl Usd (IUSB)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Calif Mun Bd Etf (CMF)
Blackrock Etf Trust Ishares A I Inno (BAI)
Apple (AAPL)
Global X Fds Defense Tech Etf (SHLD)
J P Morgan Exchange Traded F Us Momentum (JMOM)

View all positions for West Wealth Group

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
Cetera Investment Advisers
Wells Fargo & Company

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