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

Diversified Portfolios Inc’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 Q1	$1.52M	Sell	15,112 -2,145	-12%	-$216K	0.13%	79
2025 Q4	$1.73M	Sell	17,257 -10,885	-39%	-$1.09M	0.14%	74
2025 Q3	$2.83M	Sell	28,142 -1,550	-5%	-$156K	0.25%	56
2025 Q2	$2.99M	Sell	29,692 -1,593	-5%	-$160K	0.29%	53
2025 Q1	$3.15M	Sell	31,285 -4,682	-13%	-$471K	0.33%	50
2024 Q4	$3.61M	Buy	35,967 +772	+2%	+$77.5K	0.39%	48
2024 Q3	$3.54M	Buy	35,195 +31,373	+821%	+$3.15M	0.4%	45
2024 Q2	$385K	Buy	+3,822	New	+$384K	0.05%	110

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Diversified Portfolios Inc's SGOV Position: Q1 2026 in Review

Diversified Portfolios Inc reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 12% in Q1 2026, selling an estimated $216K and leaving 15,112 shares worth $1.52M. The position accounts for 0.13% of the portfolio, ranked #79.

Diversified Portfolios Inc first reported a position in SGOV in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.61M in Q4 2024. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Diversified Portfolios Inc held 15,112 shares of iShares 0-3 Month Treasury Bond ETF worth $1.52M as of Q1 2026.
Diversified Portfolios Inc sold 2,145 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $216K.
iShares 0-3 Month Treasury Bond ETF made up 0.13% of Diversified Portfolios Inc's portfolio in Q1 2026, its #79 holding.
Diversified Portfolios Inc first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
Diversified Portfolios Inc's iShares 0-3 Month Treasury Bond ETF position peaked at $3.61M in Q4 2024.
1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.