Buck Wealth Strategies’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Buck Wealth Strategies’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	$5.35M	Sell	53,128 -654	-1%	-$65.8K	0.56%	48
2026 Q1	$5.41M	Buy	53,782 +8,969	+20%	+$902K	0.67%	44
2025 Q4	$4.5M	Sell	44,813 -2,910	-6%	-$292K	0.57%	44
2025 Q3	$4.81M	Sell	47,723 -1,330	-3%	-$134K	0.66%	45
2025 Q2	$4.94M	Buy	49,053 +7,350	+18%	+$739K	0.75%	43
2025 Q1	$4.2M	Sell	41,703 -114,603	-73%	-$11.5M	0.76%	43
2024 Q4	$15.7M	Buy	156,306 +53,495	+52%	+$5.37M	3.26%	4
2024 Q3	$10.4M	Sell	102,811 -16,594	-14%	-$1.67M	3.26%	4
2024 Q2	$12M	Sell	119,405 -169,645	-59%	-$17.1M	3.55%	2
2024 Q1	$29.1M	Buy	289,050 +197,237	+215%	+$19.8M	10%	2
2023 Q4	$9.21M	Buy	91,813 +33,206	+57%	+$3.33M	3.41%	3
2023 Q3	$5.9M	Sell	58,607 -523,134	-90%	-$52.5M	2.37%	12
2023 Q2	$55.3M	Buy	581,741 +60,754	+12%	+$6.1M	24%	1
2023 Q1	$48.3M	Buy	+520,987	New	+$52.3M	23.56%	1
2022 Q3	$5.8M	Buy	+57,589	New	+$5.77M	2.71%	6

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

Buck Wealth Strategies's SGOV Position: Q2 2026 in Review

Buck Wealth Strategies reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.2% in Q2 2026, selling an estimated $65.8K and leaving 53,128 shares worth $5.35M. The position accounts for 0.56% of the portfolio, ranked #48.

Buck Wealth Strategies first reported a position in SGOV in Q3 2022 and has held it in 15 quarters since. The position peaked at $55.3M in Q2 2023. 1,308 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Buck Wealth Strategies held 53,128 shares of iShares 0-3 Month Treasury Bond ETF worth $5.35M as of Q2 2026.
Buck Wealth Strategies sold 654 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $65.8K.
iShares 0-3 Month Treasury Bond ETF made up 0.56% of Buck Wealth Strategies's portfolio in Q2 2026, its #48 holding.
Buck Wealth Strategies first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
Buck Wealth Strategies's iShares 0-3 Month Treasury Bond ETF position peaked at $55.3M in Q2 2023.
1,308 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.