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Ishares 0-3 Month Treasury Bd Etf shares owned by Wheelhouse Advisory Group

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

Historical chart of Wheelhouse Advisory 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 Wheelhouse Advisory 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 Wheelhouse Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $35M 350k 100.66

More positions owned by Wheelhouse Advisory Group

Ishares Tr 0-3 Mnth Treasry (SGOV)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard World Health Car Etf (VHT)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard World Mega Grwth Ind (MGK)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard World Inf Tech Etf (VGT)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Financials Etf (VFH)
Spdr Series Trust State Street Spd (BIL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Wheelhouse Advisory Group

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Bank of America Corporation
LPL Financial
Howard Capital Management
Morgan Stanley
UBS Group
Atlantic Trust
CIBC Bancorp USA
HPM Partners
Ameriprise Financial
Royal Bank of Canada
Raymond James Financial
Wells Fargo & Company
Advisor Group Holdings
Envestnet Asset Management
GM Advisory

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