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

Dunhill 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	$2.4M	Buy	23,808 +17,884	+302%	+$1.8M	0.49%	32
2026 Q1	$596K	Sell	5,924 -5,401	-48%	-$543K	0.14%	69
2025 Q4	$1.14M	Sell	11,325 -960	-8%	-$96.5K	0.28%	38
2025 Q3	$1.24M	Buy	12,285 +3,920	+47%	+$394K	0.32%	36
2025 Q2	$842K	Buy	8,365 +3,910	+88%	+$393K	0.24%	48
2025 Q1	$448K	Buy	+4,455	New	+$448K	0.2%	52

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

Dunhill Financial's SGOV Position: Q2 2026 in Review

Dunhill Financial increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 302% in Q2 2026, buying an estimated $1.8M and bringing the position to 23,808 shares worth $2.4M. The position accounts for 0.49% of the portfolio, ranked #32.

Dunhill Financial first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Dunhill Financial held 23,808 shares of iShares 0-3 Month Treasury Bond ETF worth $2.4M as of Q2 2026.
Dunhill Financial bought 17,884 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.8M.
iShares 0-3 Month Treasury Bond ETF made up 0.49% of Dunhill Financial's portfolio in Q2 2026, its #32 holding.
Dunhill Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.