BDFS Capital’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

BDFS Capital’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	$262K	Buy	2,603 +320	+14%	+$32.2K	0.11%	105
2026 Q1	$230K	Buy	+2,283	New	+$229K	0.11%	120

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

BDFS Capital's SGOV Position: Q2 2026 in Review

BDFS Capital increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 14% in Q2 2026, buying an estimated $32.2K and bringing the position to 2,603 shares worth $262K. The position accounts for 0.11% of the portfolio, ranked #105.

BDFS Capital first reported a position in SGOV in Q1 2026 and has held it in 2 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

BDFS Capital held 2,603 shares of iShares 0-3 Month Treasury Bond ETF worth $262K as of Q2 2026.
BDFS Capital bought 320 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $32.2K.
iShares 0-3 Month Treasury Bond ETF made up 0.11% of BDFS Capital's portfolio in Q2 2026, its #105 holding.
BDFS Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on BDFS Capital's 13F filing for Q2 2026, filed 15 Jul 2026.