Discipline Wealth Solutions’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Discipline Wealth Solutions’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	$3.24M	Sell	32,192 -22,156	-41%	-$2.23M	0.28%	54
2026 Q1	$5.47M	Buy	54,348 +27,605	+103%	+$2.77M	0.58%	43
2025 Q4	$2.68M	Buy	26,743 +255	+1%	+$25.6K	0.5%	42
2025 Q3	$2.67M	Buy	26,488 +3,283	+14%	+$330K	0.7%	29
2025 Q2	$2.34M	Buy	23,205 +4,993	+27%	+$502K	0.89%	22
2025 Q1	$1.83M	Buy	18,212 +3,492	+24%	+$351K	0.88%	21
2024 Q4	$1.48M	Buy	14,720 +5,248	+55%	+$527K	0.68%	25
2024 Q3	$954K	Buy	+9,472	New	+$952K	0.5%	27

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

Discipline Wealth Solutions's SGOV Position: Q2 2026 in Review

Discipline Wealth Solutions reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 41% in Q2 2026, selling an estimated $2.23M and leaving 32,192 shares worth $3.24M. The position accounts for 0.28% of the portfolio, ranked #54.

Discipline Wealth Solutions first reported a position in SGOV in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.47M in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Discipline Wealth Solutions held 32,192 shares of iShares 0-3 Month Treasury Bond ETF worth $3.24M as of Q2 2026.
Discipline Wealth Solutions sold 22,156 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.23M.
iShares 0-3 Month Treasury Bond ETF made up 0.28% of Discipline Wealth Solutions's portfolio in Q2 2026, its #54 holding.
Discipline Wealth Solutions first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Discipline Wealth Solutions's iShares 0-3 Month Treasury Bond ETF position peaked at $5.47M in Q1 2026.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.