Frederick Financial Consultants’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Frederick Financial Consultants’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	$2.11M	Buy	20,958 +10,314	+97%	+$1.04M	0.9%	22
2026 Q1	$1.07M	Buy	10,644 +4,604	+76%	+$463K	0.53%	40
2025 Q4	$606K	Buy	6,040 +3,177	+111%	+$319K	0.33%	51
2025 Q3	$288K	Buy	+2,863	New	+$288K	0.16%	76

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

Frederick Financial Consultants's SGOV Position: Q2 2026 in Review

Frederick Financial Consultants increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 97% in Q2 2026, buying an estimated $1.04M and bringing the position to 20,958 shares worth $2.11M. The position accounts for 0.9% of the portfolio, ranked #22.

Frederick Financial Consultants first reported a position in SGOV in Q3 2025 and has held it in 4 quarters since. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Frederick Financial Consultants held 20,958 shares of iShares 0-3 Month Treasury Bond ETF worth $2.11M as of Q2 2026.
Frederick Financial Consultants bought 10,314 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.04M.
iShares 0-3 Month Treasury Bond ETF made up 0.9% of Frederick Financial Consultants's portfolio in Q2 2026, its #22 holding.
Frederick Financial Consultants first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Frederick Financial Consultants's 13F filing for Q2 2026, filed 14 Aug 2026.