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DAGCO Inc’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

DAGCO Inc’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
-480
Closed -$48.4K – 299
2026
Q1 		$48.4K Sell
480
-30
-6% -$3.02K 0.01% 191
2025
Q4 		$51.2K Sell
510
-298
-37% -$29.9K 0.01% 187
2025
Q3 		$81.3K Buy
808
+110
+16% +$11.1K 0.02% 149
2025
Q2 		$70.3K Buy
+698
New +$70.2K 0.02% 153
2024
Q4 		– Sell
-532
Closed -$53.6K – 181
2024
Q3 		$53.6K Sell
532
-377
-41% -$37.9K 0.02% 127
2024
Q2 		$91.5K Buy
+909
New +$91.4K 0.04% 99

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

DAGCO Inc's SGOV Position: Q2 2026 in Review

DAGCO Inc sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 480 shares — an estimated $48.4K sold.

DAGCO Inc first reported a position in SGOV in Q2 2024 and held it in 6 quarters. The position peaked at $91.5K in Q2 2024. 395 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • DAGCO Inc reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • DAGCO Inc sold 480 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $48.4K.
  • DAGCO Inc first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and held it in 6 quarters.
  • DAGCO Inc's iShares 0-3 Month Treasury Bond ETF position peaked at $91.5K in Q2 2024.
  • 395 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.