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

Berger 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	$2.06M	Sell	20,480 -661	-3%	-$66.5K	0.11%	149
2026 Q1	$2.13M	Sell	21,141 -1,728	-8%	-$174K	0.12%	135
2025 Q4	$2.3M	Buy	22,869 +4,109	+22%	+$413K	0.13%	127
2025 Q3	$1.89M	Buy	18,760 +1,118	+6%	+$112K	0.11%	146
2025 Q2	$1.78M	Buy	17,642 +579	+3%	+$58.2K	0.11%	138
2025 Q1	$1.72M	Buy	17,063 +9,403	+123%	+$945K	0.12%	135
2024 Q4	$768K	Buy	+7,660	New	+$769K	0.05%	201

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

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

Berger Financial Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3.1% in Q2 2026, selling an estimated $66.5K and leaving 20,480 shares worth $2.06M. The position accounts for 0.11% of the portfolio, ranked #149.

Berger Financial Group first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.3M in Q4 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Berger Financial Group held 20,480 shares of iShares 0-3 Month Treasury Bond ETF worth $2.06M as of Q2 2026.
Berger Financial Group sold 661 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $66.5K.
iShares 0-3 Month Treasury Bond ETF made up 0.11% of Berger Financial Group's portfolio in Q2 2026, its #149 holding.
Berger Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Berger Financial Group's iShares 0-3 Month Treasury Bond ETF position peaked at $2.3M in Q4 2025.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.