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Downshift Financial’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Downshift Financial’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 		$121K Sell
1,202
-3,416
-74% -$343K 0.05% 101
2026
Q1 		$465K Buy
+4,618
New +$464K 0.24% 47

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Downshift Financial's SGOV Position: Q2 2026 in Review

Downshift Financial reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 74% in Q2 2026, selling an estimated $343K and leaving 1,202 shares worth $121K. The position accounts for 0.05% of the portfolio, ranked #101.

Downshift Financial first reported a position in SGOV in Q1 2026 and has held it in 2 quarters since. The position peaked at $465K in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Downshift Financial held 1,202 shares of iShares 0-3 Month Treasury Bond ETF worth $121K as of Q2 2026.
  • Downshift Financial sold 3,416 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $343K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.05% of Downshift Financial's portfolio in Q2 2026, its #101 holding.
  • Downshift Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Downshift Financial's iShares 0-3 Month Treasury Bond ETF position peaked at $465K 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 Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.