Altura Wealth Advisors Inc. SGOV holdings history
ISHARES 0-3 MONTH TREASURY B · CUSIP 46436E718 · CIK 1931465
As of 2026-06-30, Altura Wealth Advisors Inc. reported 36.41K SGOV (shares), valued at $3.67M, or 1.24% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares increased 55.27%; reported value increased 55.29%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.24% | 36,407 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 1.03% | 23,447 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 1.57% | 36,442 | SEC filing ↗Filed Feb 4, 2026 |
| Q3 2025 | 2.21% | 46,034 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 2.70% | 47,905 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 1.25% | 18,799 | SEC filing ↗Filed May 2, 2025 |
| Q4 2024 | 1.43% | 19,323 | SEC filing ↗Filed Feb 12, 2025 |
| Q3 2024 | 2.48% | 37,524 | SEC filing ↗Filed Nov 8, 2024 |
| Q2 2024 | 3.60% | 36,336 | SEC filing ↗Filed Jul 30, 2024 |
| Q1 2024 | 52.21% | 440,930 | SEC filing ↗Filed May 1, 2024 |
| Q4 2023 | 88.82% | 831,435 | SEC filing ↗Filed Jan 31, 2024 |
| Q3 2023 | 89.35% | 774,070 | SEC filing ↗Filed Nov 1, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 89.35% | 774,070 | $77.93M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 1, 2023 |
| Q4 2023 | 88.82% | 831,435 | $83.37M | Shares increased 7.41%; reported value increased 6.98%, and weight changed -0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 31, 2024 |
| Q1 2024 | 52.21% | 440,930 | $44.41M | Shares decreased 46.97%; reported value decreased 46.73%, and weight changed -36.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2024 |
| Q2 2024 | 3.60% | 36,336 | $3.66M | Shares decreased 91.76%; reported value decreased 91.76%, and weight changed -48.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2024 |
| Q3 2024 | 2.48% | 37,524 | $3.78M | Shares increased 3.27%; reported value increased 3.28%, and weight changed -1.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 8, 2024 |
| Q4 2024 | 1.43% | 19,323 | $1.94M | Shares decreased 48.50%; reported value decreased 48.71%, and weight changed -1.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2025 |
| Q1 2025 | 1.25% | 18,799 | $1.89M | Shares decreased 2.71%; reported value decreased 2.38%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2025 |
| Q2 2025 | 2.70% | 47,905 | $4.82M | Shares increased 154.83%; reported value increased 154.88%, and weight changed +1.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 2.21% | 46,034 | $4.64M | Shares decreased 3.91%; reported value decreased 3.90%, and weight changed -0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 1.57% | 36,442 | $3.66M | Shares decreased 20.84%; reported value decreased 21.09%, and weight changed -0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2026 |
| Q1 2026 | 1.03% | 23,447 | $2.36M | Shares decreased 35.66%; reported value decreased 35.48%, and weight changed -0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 1.24% | 36,407 | $3.67M | Shares increased 55.27%; reported value increased 55.29%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2026 |
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