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Dynamic Wealth Strategies’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Dynamic Wealth Strategies’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 		$12.2M Sell
120,886
-148
-0.1% -$14.9K 7.04% 2
2025
Q4 		$12.1M Buy
121,034
+22,536
+23% +$2.26M 7.23% 3
2025
Q3 		$9.92M Sell
98,498
-44,517
-31% -$4.48M 6.63% 4
2025
Q2 		$14.4M Buy
143,015
+125,332
+709% +$12.6M 10.37% 1
2025
Q1 		$1.78M Sell
17,683
-1,839
-9% -$185K 1.48% 18
2024
Q4 		$1.96M Buy
+19,522
New +$1.96M 1.74% 17

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 Wealth Strategies's SGOV Position: Q1 2026 in Review

Dynamic Wealth Strategies reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.12% in Q1 2026, selling an estimated $14.9K and leaving 120,886 shares worth $12.2M. The position accounts for 7.04% of the portfolio, ranked #2.

Dynamic Wealth Strategies first reported a position in SGOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.4M in Q2 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Dynamic Wealth Strategies held 120,886 shares of iShares 0-3 Month Treasury Bond ETF worth $12.2M as of Q1 2026.
  • Dynamic Wealth Strategies sold 148 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $14.9K.
  • iShares 0-3 Month Treasury Bond ETF made up 7.04% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #2 holding.
  • Dynamic Wealth Strategies first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Dynamic Wealth Strategies's iShares 0-3 Month Treasury Bond ETF position peaked at $14.4M in Q2 2025.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.