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

Bedel 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 		$239K Sell
2,375
-503
-17% -$50.6K 0.02% 280
2026
Q1 		$290K Buy
2,878
+1
+0% +$101 0.03% 231
2025
Q4 		$289K Buy
2,877
+10
+0.3% +$1K 0.03% 226
2025
Q3 		$289K Sell
2,867
-328
-10% -$33K 0.04% 221
2025
Q2 		$322K Buy
+3,195
New +$321K 0.04% 207

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Bedel Financial Consulting reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 17% in Q2 2026, selling an estimated $50.6K and leaving 2,375 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #280.

Bedel Financial Consulting first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. The position peaked at $322K in Q2 2025. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Bedel Financial Consulting held 2,375 shares of iShares 0-3 Month Treasury Bond ETF worth $239K as of Q2 2026.
  • Bedel Financial Consulting sold 503 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $50.6K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.02% of Bedel Financial Consulting's portfolio in Q2 2026, its #280 holding.
  • Bedel Financial Consulting first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Bedel Financial Consulting's iShares 0-3 Month Treasury Bond ETF position peaked at $322K in Q2 2025.
  • 1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.