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

Diversified Trust’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	$36.7M	Buy	364,766 +13,211	+4%	+$1.33M	0.59%	25
2026 Q1	$35.4M	Buy	351,555 +57,275	+19%	+$5.76M	0.66%	23
2025 Q4	$29.5M	Sell	294,280 -85,520	-23%	-$8.59M	0.54%	28
2025 Q3	$38.2M	Buy	379,800 +12,891	+4%	+$1.3M	0.76%	20
2025 Q2	$36.9M	Buy	366,909 +307,775	+520%	+$30.9M	0.82%	22
2025 Q1	$5.95M	Hold	59,134	–	–	0.15%	83
2024 Q4	$5.93M	Buy	59,134 +1,700	+3%	+$171K	0.14%	81
2024 Q3	$5.78M	Hold	57,434	–	–	0.15%	83
2024 Q2	$5.78M	Buy	+57,434	New	+$5.77M	0.16%	74

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

SWM

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

MFIM

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

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

VWM

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

Diversified Trust's SGOV Position: Q2 2026 in Review

Diversified Trust increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3.8% in Q2 2026, buying an estimated $1.33M and bringing the position to 364,766 shares worth $36.7M. The position accounts for 0.59% of the portfolio, ranked #25.

Diversified Trust first reported a position in SGOV in Q2 2024 and has held it in 9 quarters since. The position peaked at $38.2M in Q3 2025. 339 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Diversified Trust held 364,766 shares of iShares 0-3 Month Treasury Bond ETF worth $36.7M as of Q2 2026.
Diversified Trust bought 13,211 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.33M.
iShares 0-3 Month Treasury Bond ETF made up 0.59% of Diversified Trust's portfolio in Q2 2026, its #25 holding.
Diversified Trust first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Diversified Trust's iShares 0-3 Month Treasury Bond ETF position peaked at $38.2M in Q3 2025.
339 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.