DMC Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

DMC Group’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	$580K	Sell	5,765 -2,188	-28%	-$220K	0.4%	71
2026 Q1	$801K	Buy	7,953 +3,736	+89%	+$376K	0.54%	56
2025 Q4	$423K	Buy	4,217 +1,457	+53%	+$146K	0.28%	92
2025 Q3	$278K	Buy	2,760 +655	+31%	+$65.9K	0.19%	118
2025 Q2	$212K	Sell	2,105 -16,037	-88%	-$1.61M	0.16%	118
2025 Q1	$1.83M	Buy	+18,142	New	+$1.82M	1.49%	13
2024 Q3	–	Sell	-2,740	Closed	-$276K	–	136
2024 Q2	$276K	Buy	+2,740	New	+$275K	0.24%	102
2023 Q4	–	Sell	-3,397	Closed	-$342K	–	129
2023 Q3	$342K	Buy	+3,397	New	+$341K	0.32%	86

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

DMC Group's SGOV Position: Q2 2026 in Review

DMC Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 28% in Q2 2026, selling an estimated $220K and leaving 5,765 shares worth $580K. The position accounts for 0.4% of the portfolio, ranked #71.

DMC Group first reported a position in SGOV in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.83M in Q1 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

DMC Group held 5,765 shares of iShares 0-3 Month Treasury Bond ETF worth $580K as of Q2 2026.
DMC Group sold 2,188 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $220K.
iShares 0-3 Month Treasury Bond ETF made up 0.4% of DMC Group's portfolio in Q2 2026, its #71 holding.
DMC Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 8 quarters since.
DMC Group's iShares 0-3 Month Treasury Bond ETF position peaked at $1.83M in Q1 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on DMC Group's 13F filing for Q2 2026, filed 28 Jul 2026.