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 Q2	$269K	Sell	2,667 -990	-27%	-$99.5K	0.01%	287
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 $1.55T 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

Destination Wealth Management's SGOV Position: Q2 2026 in Review

Destination Wealth Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 27% in Q2 2026, selling an estimated $99.5K and leaving 2,667 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #287.

Destination Wealth Management first reported a position in SGOV in Q3 2022 and has held it in 16 quarters since. The position peaked at $28.4M in Q1 2023. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Destination Wealth Management held 2,667 shares of iShares 0-3 Month Treasury Bond ETF worth $269K as of Q2 2026.
Destination Wealth Management sold 990 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $99.5K.
iShares 0-3 Month Treasury Bond ETF made up 0.01% of Destination Wealth Management's portfolio in Q2 2026, its #287 holding.
Destination Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
Destination Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $28.4M in Q1 2023.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.