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BlackDiamond Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

BlackDiamond Wealth 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
Q1 		– Sell
-3,204
Closed -$322K – 219
2025
Q4 		$322K Buy
+3,204
New +$322K 0.16% 136

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UBS Group
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CBU
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Raymond James Financial
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Osaic Holdings
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BlackDiamond Wealth Management's SGOV Position: Q1 2026 in Review

BlackDiamond Wealth Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026, closing a stake of 3,204 shares — an estimated $322K sold.

BlackDiamond Wealth Management first reported a position in SGOV in Q4 2025 and held it in 1 quarter. The position peaked at $322K in Q4 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • BlackDiamond Wealth Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 3,204 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $322K.
  • BlackDiamond Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and held it in 1 quarter.
  • BlackDiamond Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $322K in Q4 2025.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.