Dixon Mitchell Investment Counsel’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Dixon Mitchell Investment Counsel’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	$145K	Hold	1,436	–	–	﹤0.01%	90
2026 Q1	$145K	Sell	1,436 -602	-30%	-$60.5K	0.01%	95
2025 Q4	$205K	Sell	2,038 -196,609	-99%	-$19.8M	0.01%	75
2025 Q3	$20M	Buy	198,647 +197,175	+13,395%	+$19.8M	0.71%	36
2025 Q2	$148K	Hold	1,472	–	–	0.01%	53
2025 Q1	$148K	Hold	1,472	–	–	0.01%	54
2024 Q4	$148K	Hold	1,472	–	–	0.01%	56
2024 Q3	$148K	Buy	1,472 +1,409	+2,237%	+$142K	0.01%	56
2024 Q2	$6.34K	Buy	+63	New	+$6.33K	﹤0.01%	119

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

Dixon Mitchell Investment Counsel's SGOV Position: Q2 2026 in Review

Dixon Mitchell Investment Counsel held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 1,436 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #90.

Dixon Mitchell Investment Counsel first reported a position in SGOV in Q2 2024 and has held it in 9 quarters since. The position peaked at $20M in Q3 2025. 1,308 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Dixon Mitchell Investment Counsel held 1,436 shares of iShares 0-3 Month Treasury Bond ETF worth $145K as of Q2 2026.
Dixon Mitchell Investment Counsel left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Dixon Mitchell Investment Counsel's portfolio in Q2 2026, its #90 holding.
Dixon Mitchell Investment Counsel first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Dixon Mitchell Investment Counsel's iShares 0-3 Month Treasury Bond ETF position peaked at $20M in Q3 2025.
1,308 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Dixon Mitchell Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.