Ausdal Financial Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Ausdal Financial Partners’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	$13M	Sell	129,036 -5,148	-4%	-$518K	0.51%	36
2026 Q1	$13.5M	Buy	134,184 +112,871	+530%	+$11.3M	0.6%	29
2025 Q4	$2.14M	Buy	21,313 +3,180	+18%	+$320K	0.1%	213
2025 Q3	$1.83M	Buy	18,133 +2,630	+17%	+$264K	0.09%	233
2025 Q2	$1.56M	Sell	15,503 -540	-3%	-$54.3K	0.1%	194
2025 Q1	$1.62M	Buy	16,043 +10,252	+177%	+$1.03M	0.12%	170
2024 Q4	$581K	Buy	5,791 +2,798	+93%	+$281K	0.05%	322
2024 Q3	$301K	Sell	2,993 -75	-2%	-$7.54K	0.03%	413
2024 Q2	$309K	Buy	+3,068	New	+$308K	0.03%	384
2023 Q3	–	Sell	-2,000	Closed	-$201K	–	459
2023 Q2	$201K	Sell	2,000 -204	-9%	-$20.5K	0.03%	403
2023 Q1	$222K	Buy	+2,204	New	+$221K	0.03%	403
2022 Q4	–	Sell	-15,974	Closed	-$1.6M	–	476
2022 Q3	$1.6M	Sell	15,974 -645	-4%	-$64.6K	0.25%	97
2022 Q2	$1.66M	Buy	+16,619	New	+$1.66M	0.25%	116

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

Ausdal Financial Partners's SGOV Position: Q2 2026 in Review

Ausdal Financial Partners reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3.8% in Q2 2026, selling an estimated $518K and leaving 129,036 shares worth $13M. The position accounts for 0.51% of the portfolio, ranked #36.

Ausdal Financial Partners first reported a position in SGOV in Q2 2022 and has held it in 13 quarters since. The position peaked at $13.5M in Q1 2026. 1,308 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Ausdal Financial Partners held 129,036 shares of iShares 0-3 Month Treasury Bond ETF worth $13M as of Q2 2026.
Ausdal Financial Partners sold 5,148 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $518K.
iShares 0-3 Month Treasury Bond ETF made up 0.51% of Ausdal Financial Partners's portfolio in Q2 2026, its #36 holding.
Ausdal Financial Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 13 quarters since.
Ausdal Financial Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $13.5M in Q1 2026.
1,308 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.