Adaptive Financial Consulting’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Adaptive Financial Consulting’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.13M	Hold	21,150	–	–	0.75%	14
2026 Q1	$2.13M	Sell	21,150 -788	-4%	-$79.2K	0.82%	14
2025 Q4	$2.2M	Hold	21,938	–	–	0.86%	14
2025 Q3	$2.21M	Hold	21,938	–	–	0.88%	14
2025 Q2	$2.21M	Buy	21,938 +15,050	+218%	+$1.51M	0.92%	14
2025 Q1	$693K	Buy	6,888 +999	+17%	+$100K	0.3%	16
2024 Q4	$591K	Buy	+5,889	New	+$592K	0.25%	16

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Adaptive Financial Consulting's SGOV Position: Q2 2026 in Review

Adaptive Financial Consulting held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 21,150 shares worth $2.13M. The position accounts for 0.75% of the portfolio, ranked #14.

Adaptive Financial Consulting first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.21M in Q3 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Adaptive Financial Consulting held 21,150 shares of iShares 0-3 Month Treasury Bond ETF worth $2.13M as of Q2 2026.
Adaptive Financial Consulting left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.75% of Adaptive Financial Consulting's portfolio in Q2 2026, its #14 holding.
Adaptive Financial Consulting first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Adaptive Financial Consulting's iShares 0-3 Month Treasury Bond ETF position peaked at $2.21M in Q3 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Adaptive Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.