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DGS Capital Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

DGS Capital 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
2025
Q2 		– Sell
-30,000
Closed -$3.02M – 370
2025
Q1 		$3.02M Buy
+30,000
New +$3.02M 0.8% 19

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

DGS Capital Management's SGOV Position: Q2 2025 in Review

DGS Capital Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2025, closing a stake of 30,000 shares — an estimated $3.02M sold.

DGS Capital Management first reported a position in SGOV in Q1 2025 and held it in 1 quarter. The position peaked at $3.02M in Q1 2025. 922 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

  • DGS Capital Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • DGS Capital Management sold 30,000 iShares 0-3 Month Treasury Bond ETF shares in Q2 2025, an estimated $3.02M.
  • DGS Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and held it in 1 quarter.
  • DGS Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $3.02M in Q1 2025.
  • 922 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on DGS Capital Management's 13F filing for Q2 2025, filed 24 Feb 2026.