Diversify Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Diversify Wealth Management’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	Sell	93,042 -1,180	-1%	-$119K	0.16%	139
2026 Q1	$9.49M	Buy	94,222 +23,276	+33%	+$2.34M	0.17%	133
2025 Q4	$7.13M	Sell	70,946 -6,193	-8%	-$622K	0.33%	74
2025 Q3	$7.74M	Buy	77,139 +7,655	+11%	+$770K	0.45%	48
2025 Q2	$6.98M	Buy	69,484 +24,564	+55%	+$2.47M	0.43%	50
2025 Q1	$4.52M	Buy	44,920 +41,987	+1,432%	+$4.22M	0.34%	77
2024 Q4	$295K	Buy	2,933 +326	+13%	+$32.7K	0.02%	433
2024 Q3	$262K	Buy	2,607 +392	+18%	+$39.4K	0.03%	420
2024 Q2	$222K	Buy	+2,215	New	+$223K	0.03%	400

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 Wealth Management's SGOV Position: Q2 2026 in Review

Diversify Wealth Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.3% in Q2 2026, selling an estimated $119K and leaving 93,042 shares worth $9.36M. The position accounts for 0.16% of the portfolio, ranked #139.

Diversify Wealth Management first reported a position in SGOV in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.49M in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Diversify Wealth Management held 93,042 shares of iShares 0-3 Month Treasury Bond ETF worth $9.36M as of Q2 2026.
Diversify Wealth Management sold 1,180 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $119K.
iShares 0-3 Month Treasury Bond ETF made up 0.16% of Diversify Wealth Management's portfolio in Q2 2026, its #139 holding.
Diversify Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $9.49M in Q1 2026.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.