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

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

Historical chart of Whalen Wealth Management 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 Whalen Wealth Management 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 Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $205k 2.0k 100.70
2025-06-30 $588k 5.8k 100.68
2025-03-31 $589k 5.9k 100.67
2024-12-31 $268k 2.7k 100.32
2024-09-30 $272k 2.7k 100.72
2024-06-30 $272k 2.7k 100.71
2024-03-31 $302k 3.0k 100.71

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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
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Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
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Amazon (AMZN)
Apple (AAPL)
Broadcom (AVGO)
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View all positions for Whalen Wealth Management

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