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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Dynamic Financial Group's SGOV Position: Q1 2026 in Review

Dynamic Financial Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.6% in Q1 2026, selling an estimated $263K and leaving 435,857 shares worth $43.9M. The position accounts for 35.88% of the portfolio, ranked #1.

Dynamic Financial Group first reported a position in SGOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $61.5M in Q3 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Dynamic Financial Group held 435,857 shares of iShares 0-3 Month Treasury Bond ETF worth $43.9M as of Q1 2026.
  • Dynamic Financial Group sold 2,618 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $263K.
  • iShares 0-3 Month Treasury Bond ETF made up 35.88% of Dynamic Financial Group's portfolio in Q1 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 6 quarters since.
  • Dynamic Financial Group's iShares 0-3 Month Treasury Bond ETF position peaked at $61.5M in Q3 2025.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Dynamic Financial Group's 13F filing for Q1 2026, filed 12 May 2026.