Arkfeld Wealth Strategies’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Arkfeld Wealth Strategies’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	$414K	Buy	4,119 +25	+0.6%	+$2.51K	0.12%	80
2026 Q1	$412K	Buy	4,094 +35	+0.9%	+$3.52K	0.13%	77
2025 Q4	$408K	Buy	4,059 +53	+1%	+$5.33K	0.14%	72
2025 Q3	$402K	Buy	4,006 +29	+0.7%	+$2.92K	0.15%	69
2025 Q2	$399K	Buy	3,977 +41	+1%	+$4.12K	0.16%	66
2025 Q1	$395K	Buy	3,936 +40	+1%	+$4.02K	0.17%	65
2024 Q4	$391K	Buy	3,896 +45	+1%	+$4.52K	0.18%	64
2024 Q3	$387K	Buy	3,851 +50	+1%	+$5.03K	0.19%	67
2024 Q2	$382K	Buy	3,801 +49	+1%	+$4.92K	0.19%	67
2024 Q1	$377K	Buy	3,752 +49	+1%	+$4.92K	0.21%	69
2023 Q4	$372K	Buy	3,703 +48	+1%	+$4.82K	0.24%	56
2023 Q3	$367K	Buy	3,655 +47	+1%	+$4.72K	0.26%	51
2023 Q2	$362K	Buy	3,608 +44	+1%	+$4.42K	0.26%	50
2023 Q1	$358K	Buy	3,564 +37	+1%	+$3.71K	0.25%	48
2022 Q4	$353K	Buy	3,527 +1,027	+41%	+$103K	0.23%	53
2022 Q3	$251K	Hold	2,500	–	–	0.17%	63
2022 Q2	$250K	Hold	2,500	–	–	0.16%	61
2022 Q1	$250K	Buy	+2,500	New	+$250K	0.16%	64

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

Arkfeld Wealth Strategies's SGOV Position: Q2 2026 in Review

Arkfeld Wealth Strategies increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.61% in Q2 2026, buying an estimated $2.51K and bringing the position to 4,119 shares worth $414K. The position accounts for 0.12% of the portfolio, ranked #80.

Arkfeld Wealth Strategies first reported a position in SGOV in Q1 2022 and has held it in 18 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Arkfeld Wealth Strategies held 4,119 shares of iShares 0-3 Month Treasury Bond ETF worth $414K as of Q2 2026.
Arkfeld Wealth Strategies bought 25 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.51K.
iShares 0-3 Month Treasury Bond ETF made up 0.12% of Arkfeld Wealth Strategies's portfolio in Q2 2026, its #80 holding.
Arkfeld Wealth Strategies first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and has held it in 18 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Arkfeld Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.