Denali Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Denali Advisors’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	$680K	Sell	6,757 -92	-1%	-$9.25K	0.07%	231
2026 Q1	$689K	Sell	6,849 -1,495	-18%	-$150K	0.08%	215
2025 Q4	$838K	Sell	8,344 -881	-10%	-$88.5K	0.09%	201
2025 Q3	$929K	Buy	9,225 +196	+2%	+$19.7K	0.11%	172
2025 Q2	$909K	Sell	9,029 -2,792	-24%	-$281K	0.09%	181
2025 Q1	$1.19M	Buy	11,821 +3,317	+39%	+$333K	0.14%	156
2024 Q4	$853K	Sell	8,504 -7,313	-46%	-$735K	0.09%	185
2024 Q3	$1.59M	Buy	+15,817	New	+$1.59M	0.17%	141

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

Denali Advisors's SGOV Position: Q2 2026 in Review

Denali Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.3% in Q2 2026, selling an estimated $9.25K and leaving 6,757 shares worth $680K. The position accounts for 0.07% of the portfolio, ranked #231.

Denali Advisors first reported a position in SGOV in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.59M in Q3 2024. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Denali Advisors held 6,757 shares of iShares 0-3 Month Treasury Bond ETF worth $680K as of Q2 2026.
Denali Advisors sold 92 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $9.25K.
iShares 0-3 Month Treasury Bond ETF made up 0.07% of Denali Advisors's portfolio in Q2 2026, its #231 holding.
Denali Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Denali Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $1.59M in Q3 2024.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Denali Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.