Diversify Advisory Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Diversify Advisory Services’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	$9.36M	Buy	+93,042	New	+$9.35M	0.16%	139
2026 Q1	–	Sell	-33,239	Closed	-$3.34M	–	737
2025 Q4	$3.34M	Buy	33,239 +14,720	+79%	+$1.48M	0.11%	148
2025 Q3	$1.86M	Sell	18,519 -12,547	-40%	-$1.26M	0.06%	220
2025 Q2	$3.12M	Sell	31,066 -40,883	-57%	-$4.11M	0.12%	126
2025 Q1	$7.24M	Buy	71,949 +13,544	+23%	+$1.36M	0.45%	40
2024 Q4	$5.87M	Buy	58,405 +1,737	+3%	+$174K	0.32%	41
2024 Q3	$5.7M	Buy	56,668 +19,366	+52%	+$1.95M	0.31%	61
2024 Q2	$3.75M	Buy	+37,302	New	+$3.75M	0.21%	88

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

Diversify Advisory Services's SGOV Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 93,042 shares worth $9.36M. The stake represents 0.16% of the portfolio and ranks #139 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SGOV as recently as Q4 2025.

Diversify Advisory Services first reported a position in SGOV in Q2 2024 and has held it in 8 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Diversify Advisory Services held 93,042 shares of iShares 0-3 Month Treasury Bond ETF worth $9.36M as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new Diversify Advisory Services position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.16% of Diversify Advisory Services's portfolio in Q2 2026, its #139 holding.
Diversify Advisory Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.