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Duncker Streett & Co’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Duncker Streett & Co’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 		– Sell
-4
Closed -$403 – 543
2026
Q1 		$403 Buy
+4
New +$402 ﹤0.01% 515

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

Duncker Streett & Co's SGOV Position: Q2 2026 in Review

Duncker Streett & Co sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 4 shares — an estimated $403 sold.

Duncker Streett & Co first reported a position in SGOV in Q1 2026 and held it in 1 quarter. The position peaked at $403 in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Duncker Streett & Co reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Duncker Streett & Co sold 4 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $403.
  • Duncker Streett & Co first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2026 and held it in 1 quarter.
  • Duncker Streett & Co's iShares 0-3 Month Treasury Bond ETF position peaked at $403 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 Duncker Streett & Co's 13F filing for Q2 2026, filed 28 Jul 2026.