Goepper Burkhardt’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Goepper Burkhardt’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	–	Sell	-5,479	Closed	-$552K	–	103
2026 Q1	$552K	Buy	5,479 +152	+3%	+$15.3K	0.18%	60
2025 Q4	$535K	Sell	5,327 -615	-10%	-$61.8K	0.17%	61
2025 Q3	$598K	Sell	5,942 -35	-0.6%	-$3.52K	0.2%	55
2025 Q2	$602K	Sell	5,977 -124	-2%	-$12.5K	0.22%	50
2025 Q1	$614K	Buy	+6,101	New	+$613K	0.25%	50

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

Goepper Burkhardt's SGOV Position: Q2 2026 in Review

Goepper Burkhardt sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 5,479 shares — an estimated $552K sold.

Goepper Burkhardt first reported a position in SGOV in Q1 2025 and held it in 5 quarters. The position peaked at $614K in Q1 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Goepper Burkhardt reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Goepper Burkhardt sold 5,479 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $552K.
Goepper Burkhardt first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and held it in 5 quarters.
Goepper Burkhardt's iShares 0-3 Month Treasury Bond ETF position peaked at $614K in Q1 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Goepper Burkhardt's 13F filing for Q2 2026, filed 10 Aug 2026.