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

Dynamic Financial 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 Q3	$39.7M	Sell	394,034 -10,532	-3%	-$1.06M	28.85%	1
2026 Q2	$40.7M	Sell	404,566 -31,291	-7%	-$3.15M	30.76%	1
2026 Q1	$43.9M	Sell	435,857 -2,618	-0.6%	-$263K	35.88%	1
2025 Q4	$44M	Sell	438,475 -172,576	-28%	-$17.3M	37.55%	1
2025 Q3	$61.5M	Buy	611,051 +73,074	+14%	+$7.35M	53.42%	1
2025 Q2	$54.2M	Sell	537,977 -22,180	-4%	-$2.23M	52.21%	1
2025 Q1	$56.4M	Buy	560,157 +14,361	+3%	+$1.44M	56.47%	1
2024 Q4	$54.8M	Buy	+545,796	New	+$54.8M	55.6%	1

Other funds holding SGOV

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return

Dynamic Financial Group's SGOV Position: Q3 2026 in Review

Dynamic Financial Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.6% in Q3 2026, selling an estimated $1.06M and leaving 394,034 shares worth $39.7M. The position accounts for 28.85% of the portfolio, ranked #1.

Dynamic Financial Group first reported a position in SGOV in Q4 2024 and has held it in 8 quarters since. The position peaked at $61.5M in Q3 2025. 633 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Dynamic Financial Group held 394,034 shares of iShares 0-3 Month Treasury Bond ETF worth $39.7M as of Q3 2026.
Dynamic Financial Group sold 10,532 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $1.06M.
iShares 0-3 Month Treasury Bond ETF made up 28.85% of Dynamic Financial Group's portfolio in Q3 2026, its #1 holding.
Dynamic Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
Dynamic Financial Group's iShares 0-3 Month Treasury Bond ETF position peaked at $61.5M in Q3 2025.
633 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Dynamic Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.