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

Dominguez Wealth Management Solutions’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	$14.3M	Sell	141,668 -2,116	-1%	-$213K	7.86%	4
2026 Q1	$14.5M	Sell	143,784 -1,070	-0.7%	-$108K	8.77%	3
2025 Q4	$14.5M	Buy	144,854 +1,906	+1%	+$192K	8.89%	3
2025 Q3	$14.4M	Buy	142,948 +6,902	+5%	+$694K	9.11%	3
2025 Q2	$13.7M	Buy	136,046 +3,984	+3%	+$400K	9.51%	4
2025 Q1	$13.3M	Buy	132,062 +222	+0.2%	+$22.3K	9.74%	4
2024 Q4	$13.2M	Buy	131,840 +824	+0.6%	+$82.8K	9.65%	3
2024 Q3	$13.2M	Buy	131,016 +5,212	+4%	+$524K	9.55%	4
2024 Q2	$12.7M	Sell	125,804 -2,349	-2%	-$236K	9.54%	4
2024 Q1	$12.9M	Sell	128,153 -881	-0.7%	-$88.5K	10.16%	3
2023 Q4	$12.9M	Buy	129,034 +122,859	+1,990%	+$12.3M	10.73%	4
2023 Q3	$622K	Buy	+6,175	New	+$620K	0.57%	32

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

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

PSP Research Newtown Square, Pennsylvania $188M AUM

OFW

Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

Dominguez Wealth Management Solutions's SGOV Position: Q2 2026 in Review

Dominguez Wealth Management Solutions reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.5% in Q2 2026, selling an estimated $213K and leaving 141,668 shares worth $14.3M. The position accounts for 7.86% of the portfolio, ranked #4.

Dominguez Wealth Management Solutions first reported a position in SGOV in Q3 2023 and has held it in 12 quarters since. The position peaked at $14.5M in Q4 2025. 268 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Dominguez Wealth Management Solutions held 141,668 shares of iShares 0-3 Month Treasury Bond ETF worth $14.3M as of Q2 2026.
Dominguez Wealth Management Solutions sold 2,116 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $213K.
iShares 0-3 Month Treasury Bond ETF made up 7.86% of Dominguez Wealth Management Solutions's portfolio in Q2 2026, its #4 holding.
Dominguez Wealth Management Solutions first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Dominguez Wealth Management Solutions's iShares 0-3 Month Treasury Bond ETF position peaked at $14.5M in Q4 2025.
268 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Dominguez Wealth Management Solutions's 13F filing for Q2 2026, filed 9 Jul 2026.