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 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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Diversified Enterprises's SGOV Position: Q2 2026 in Review

Diversified Enterprises reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 49% in Q2 2026, selling an estimated $922K and leaving 9,580 shares worth $964K. The position accounts for 0.05% of the portfolio, ranked #168.

Diversified Enterprises first reported a position in SGOV in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.89M in Q1 2026. 628 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Diversified Enterprises held 9,580 shares of iShares 0-3 Month Treasury Bond ETF worth $964K as of Q2 2026.
Diversified Enterprises sold 9,174 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $922K.
iShares 0-3 Month Treasury Bond ETF made up 0.05% of Diversified Enterprises's portfolio in Q2 2026, its #168 holding.
Diversified Enterprises first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 4 quarters since.
Diversified Enterprises's iShares 0-3 Month Treasury Bond ETF position peaked at $1.89M in Q1 2026.
628 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.