Diversified Enterprises’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Diversified Enterprises’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 Q3	$647K	Sell	6,425 -3,155	-33%	-$317K	0.03%	230
2026 Q2	$964K	Sell	9,580 -9,174	-49%	-$922K	0.05%	168
2026 Q1	$1.89M	Buy	+18,754	New	+$1.89M	0.1%	98
2025 Q3	–	Sell	-4,505	Closed	-$454K	–	330
2025 Q2	$454K	Sell	4,505 -345	-7%	-$34.7K	0.03%	174
2025 Q1	$488K	Buy	+4,850	New	+$487K	0.04%	162

Other funds holding SGOV

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return

Diversified Enterprises's SGOV Position: Q3 2026 in Review

Diversified Enterprises reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 33% in Q3 2026, selling an estimated $317K and leaving 6,425 shares worth $647K. The position accounts for 0.03% of the portfolio, ranked #230.

Diversified Enterprises first reported a position in SGOV in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.89M in Q1 2026. 633 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Diversified Enterprises held 6,425 shares of iShares 0-3 Month Treasury Bond ETF worth $647K as of Q3 2026.
Diversified Enterprises sold 3,155 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $317K.
iShares 0-3 Month Treasury Bond ETF made up 0.03% of Diversified Enterprises's portfolio in Q3 2026, its #230 holding.
Diversified Enterprises first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
Diversified Enterprises's iShares 0-3 Month Treasury Bond ETF position peaked at $1.89M in Q1 2026.
633 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.