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 Q2	$184K	Sell	1,828 -119,058	-98%	-$12M	0.1%	86
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 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 Wealth Strategies's SGOV Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 98% in Q2 2026, selling an estimated $12M and leaving 1,828 shares worth $184K. The position accounts for 0.1% of the portfolio, ranked #86.

Dynamic Wealth Strategies first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.4M in Q2 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Dynamic Wealth Strategies held 1,828 shares of iShares 0-3 Month Treasury Bond ETF worth $184K as of Q2 2026.
Dynamic Wealth Strategies sold 119,058 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $12M.
iShares 0-3 Month Treasury Bond ETF made up 0.1% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #86 holding.
Dynamic Wealth Strategies first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Dynamic Wealth Strategies's iShares 0-3 Month Treasury Bond ETF position peaked at $14.4M in Q2 2025.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.