Back to WA Wealthspire Advisors, LLC

SGOVSGOV
6 quarters

Position history for WAWealthspire Advisors, LLC's holdings in ISHARES 0-3 MONTH TREASURY B

Wealthspire Advisors, LLC holds 2.2M shares of SGOV (ISHARES 0-3 MONTH TREASURY B), worth $223.9M as of 2026-Q2. The position was increased (+147x shares). SGOV represents 1.2% of Wealthspire Advisors, LLC's portfolio.

Current Value

$223.9M

Current Shares

2.2M

Total Value Change

+$223.7M

Total Shares Change

+2.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.2M
+147x
$223.9M1.2%$100.07
78
2026-Q1
Increased
15,012
+63.9%
$1.5M0.0%$100.40
37
2025-Q4
Decreased
9,162
-0.5%
$919,6780.0%$100.06
0
2025-Q3
Increased
9,203
+181.9%
$926,7810.0%$99.07
40
2025-Q2
Increased
3,264
+28.3%
$328,6530.0%$98.01
29
2025-Q1
New
2,544
-
$256,1050.0%$96.99
32

Other major holders of SGOV: BANK OF AMERICA CORP /DE/, LPL Financial LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used