Bond & Devick Financial Network’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bond & Devick Financial Network’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	$1.62M	Hold	16,057	–	–	0.4%	38
2026 Q1	$1.62M	Buy	16,057 +14,000	+681%	+$1.41M	0.45%	33
2025 Q4	$206K	Hold	2,057	–	–	0.06%	175
2025 Q3	$207K	Hold	2,057	–	–	0.06%	176
2025 Q2	$207K	Hold	2,057	–	–	0.07%	170
2025 Q1	$207K	Hold	2,057	–	–	0.08%	156
2024 Q4	$207K	Hold	2,057	–	–	0.09%	151
2024 Q3	$207K	Hold	2,057	–	–	0.09%	151
2024 Q2	$207K	Hold	2,057	–	–	0.11%	144
2024 Q1	$207K	Hold	2,057	–	–	0.11%	140
2023 Q4	$206K	Hold	2,057	–	–	0.12%	140
2023 Q3	$207K	Hold	2,057	–	–	0.13%	125
2023 Q2	$207K	Hold	2,057	–	–	0.13%	125
2023 Q1	$207K	Sell	2,057 -1,990	-49%	-$200K	0.13%	126
2022 Q4	$405K	Hold	4,047	–	–	0.29%	73
2022 Q3	$406K	Buy	+4,047	New	+$405K	0.34%	61

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

Bond & Devick Financial Network's SGOV Position: Q2 2026 in Review

Bond & Devick Financial Network held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 16,057 shares worth $1.62M. The position accounts for 0.4% of the portfolio, ranked #38.

Bond & Devick Financial Network first reported a position in SGOV in Q3 2022 and has held it in 16 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Bond & Devick Financial Network held 16,057 shares of iShares 0-3 Month Treasury Bond ETF worth $1.62M as of Q2 2026.
Bond & Devick Financial Network left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.4% of Bond & Devick Financial Network's portfolio in Q2 2026, its #38 holding.
Bond & Devick Financial Network first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.