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 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

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

Dynamic Financial Group's SGOV Position: Q2 2026 in Review

Dynamic Financial Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 7.2% in Q2 2026, selling an estimated $3.15M and leaving 404,566 shares worth $40.7M. The position accounts for 30.76% of the portfolio, ranked #1.

Dynamic Financial Group first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $61.5M in Q3 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Dynamic Financial Group held 404,566 shares of iShares 0-3 Month Treasury Bond ETF worth $40.7M as of Q2 2026.
Dynamic Financial Group sold 31,291 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $3.15M.
iShares 0-3 Month Treasury Bond ETF made up 30.76% of Dynamic Financial Group's portfolio in Q2 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 7 quarters since.
Dynamic Financial Group's iShares 0-3 Month Treasury Bond ETF position peaked at $61.5M in Q3 2025.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Dynamic Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.