Beacon Financial Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Beacon Financial Group’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	$2.68M	Sell	26,658 -15,436	-37%	-$1.55M	0.24%	96
2026 Q1	$4.24M	Buy	42,094 +9,133	+28%	+$918K	0.42%	63
2025 Q4	$3.31M	Buy	32,961 +3,217	+11%	+$323K	0.33%	77
2025 Q3	$3M	Buy	29,744 +1,332	+5%	+$134K	0.29%	84
2025 Q2	$2.86M	Buy	28,412 +1,031	+4%	+$104K	0.3%	89
2025 Q1	$2.76M	Buy	27,381 +1,734	+7%	+$174K	0.3%	87
2024 Q4	$2.57M	Buy	25,647 +574	+2%	+$57.7K	0.28%	89
2024 Q3	$2.53M	Buy	25,073 +2,162	+9%	+$217K	0.27%	89
2024 Q2	$2.31M	Buy	22,911 +3,473	+18%	+$349K	0.26%	95
2024 Q1	$1.96M	Buy	19,438 +1,507	+8%	+$151K	0.22%	108
2023 Q4	$1.8M	Sell	17,931 -50,327	-74%	-$5.05M	0.22%	110
2023 Q3	$6.87M	Buy	+68,258	New	+$6.86M	0.98%	21

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

Beacon Financial Group's SGOV Position: Q2 2026 in Review

Beacon Financial Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 37% in Q2 2026, selling an estimated $1.55M and leaving 26,658 shares worth $2.68M. The position accounts for 0.24% of the portfolio, ranked #96.

Beacon Financial Group first reported a position in SGOV in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.87M in Q3 2023. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Beacon Financial Group held 26,658 shares of iShares 0-3 Month Treasury Bond ETF worth $2.68M as of Q2 2026.
Beacon Financial Group sold 15,436 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.55M.
iShares 0-3 Month Treasury Bond ETF made up 0.24% of Beacon Financial Group's portfolio in Q2 2026, its #96 holding.
Beacon Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Beacon Financial Group's iShares 0-3 Month Treasury Bond ETF position peaked at $6.87M in Q3 2023.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.