SGOV (SGOV)

ARQ WEALTH ADVISORS, LLC holds 131,343 shares of the iShares 0-3 Month Treasury Bond ETF (SGOV), valued at $13.21 million as of June 30, 2026. This investment represents 1.64% of their portfolio, with an estimated gain of 0.09% since the initial trade in Q2 2026. The average purchase price was $100.54 per share, while the current price is $100.63.

Pilgrim Partners Asia Pte Ltd currently holds 0 shares of iShares 0-3 Month Treasury Bond ETF (SGOV) as of June 30, 2026, representing 0% of their portfolio. The firm has made 3 purchases and 1 sale of SGOV since 2025Q3, resulting in an estimated gain of $900.00 or 0.02% based on the current price.

Investors in the iShares 0-3 Month Treasury Bond ETF (SGOV) have experienced a significant drop in monthly income, falling by one-third from August 2024 to August 2026 due to declining short-term interest rates. The fixed 0.09% expense ratio now consumes a larger portion of the reduced income, increasing the effective cost of holding the fund. The article suggests that investors might consider buying Treasury bills directly to avoid these fees, despite the need for managing rollovers and the lack of intraday liquidity.

This article details HCM Sector Plus Fund's holdings in the iShares 0-3 Month Treasury Bond ETF (SGOV). As of March 31, 2026, the fund held 3.77 million shares worth $379.16 million, representing 21.88% of its portfolio. HCM Sector Plus Fund has an estimated gain of $150,670.00 on these holdings, reflecting a 0.04% gain.

VISTA INVESTMENT PARTNERS II, LLC holds 33,614 shares of iShares 0-3 Month Treasury Bond ETF (SGOV), valued at $3.38 million, representing 1.33% of its portfolio. The firm's initial trade was in Q2 2026, purchasing shares at an average price of $100.54. Based on the current price of $100.56, VISTA INVESTMENT PARTNERS II, LLC has an estimated gain of $672.28 on its SGOV holdings, reflecting a 0.02% gain.