Berkshire Money Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Berkshire Money Management’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	–	Sell	-10,542	Closed	-$1.06M	–	58
2026 Q1	$1.06M	Hold	10,542	–	–	0.11%	40
2025 Q4	$1.06M	Hold	10,542	–	–	0.1%	49
2025 Q3	$1.06M	Sell	10,542 -1,963	-16%	-$197K	0.11%	36
2025 Q2	$1.26M	Buy	12,505 +8,618	+222%	+$866K	0.13%	41
2025 Q1	$391K	Buy	+3,887	New	+$391K	0.04%	61

Other funds holding SGOV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Berkshire Money Management's SGOV Position: Q2 2026 in Review

Berkshire Money Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 10,542 shares — an estimated $1.06M sold.

Berkshire Money Management first reported a position in SGOV in Q1 2025 and held it in 5 quarters. The position peaked at $1.26M in Q2 2025. 864 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Berkshire Money Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Berkshire Money Management sold 10,542 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.06M.
Berkshire Money Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and held it in 5 quarters.
Berkshire Money Management's iShares 0-3 Month Treasury Bond ETF position peaked at $1.26M in Q2 2025.
864 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Berkshire Money Management's 13F filing for Q2 2026, filed 23 Jul 2026.