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

Destination 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	$368K	Sell	3,657 -436	-11%	-$43.8K	0.01%	237
2025 Q4	$411K	Sell	4,093 -86	-2%	-$8.64K	0.01%	219
2025 Q3	$421K	Sell	4,179 -1,059	-20%	-$106K	0.01%	193
2025 Q2	$527K	Sell	5,238 -60,398	-92%	-$6.07M	0.02%	169
2025 Q1	$6.61M	Buy	65,636 +2,002	+3%	+$201K	0.21%	85
2024 Q4	$6.38M	Buy	63,634 +2,176	+4%	+$219K	0.2%	86
2024 Q3	$6.19M	Buy	61,458 +913	+2%	+$91.8K	0.19%	87
2024 Q2	$6.1M	Buy	60,545 +194	+0.3%	+$19.5K	0.2%	86
2024 Q1	$6.08M	Buy	60,351 +1,857	+3%	+$187K	0.2%	86
2023 Q4	$5.87M	Sell	58,494 -6,568	-10%	-$660K	0.2%	86
2023 Q3	$6.55M	Sell	65,062 -398	-0.6%	-$40K	0.25%	80
2023 Q2	$6.59M	Sell	65,460 -217,004	-77%	-$21.8M	0.25%	82
2023 Q1	$28.4M	Buy	282,464 +7,335	+3%	+$736K	1.08%	31
2022 Q4	$27.6M	Buy	275,129 +10,269	+4%	+$1.03M	1.1%	31
2022 Q3	$26.6M	Buy	+264,860	New	+$26.5M	1.12%	29

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Destination Wealth Management's SGOV Position: Q1 2026 in Review

Destination Wealth Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 11% in Q1 2026, selling an estimated $43.8K and leaving 3,657 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #237.

Destination Wealth Management first reported a position in SGOV in Q3 2022 and has held it in 15 quarters since. The position peaked at $28.4M in Q1 2023. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Destination Wealth Management held 3,657 shares of iShares 0-3 Month Treasury Bond ETF worth $368K as of Q1 2026.
Destination Wealth Management sold 436 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $43.8K.
iShares 0-3 Month Treasury Bond ETF made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #237 holding.
Destination Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
Destination Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $28.4M in Q1 2023.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.