Destiny Wealth Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Destiny Wealth Partners’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	-93	Closed	-$9.36K	–	926
2026 Q1	$9.36K	Buy	+93	New	+$9.35K	﹤0.01%	932
2023 Q4	–	Sell	-10,372	Closed	-$1.04M	–	171
2023 Q3	$1.04M	Sell	10,372 -5,947	-36%	-$597K	0.21%	73
2023 Q2	$1.64M	Buy	+16,319	New	+$1.64M	0.31%	65
2022 Q2	–	Sell	-59	Closed	-$6K	–	652
2022 Q1	$6K	Buy	+59	New	+$5.9K	﹤0.01%	464

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

Destiny Wealth Partners's SGOV Position: Q2 2026 in Review

Destiny Wealth Partners sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 93 shares — an estimated $9.36K sold.

Destiny Wealth Partners first reported a position in SGOV in Q1 2022 and held it in 4 quarters. The position peaked at $1.64M in Q2 2023. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Destiny Wealth Partners reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 93 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $9.36K.
Destiny Wealth Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and held it in 4 quarters.
Destiny Wealth Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $1.64M in Q2 2023.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.