Kohmann Bosshard Financial Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Kohmann Bosshard Financial Services’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	$5.05M	Sell	50,179 -203,788	-80%	-$20.5M	0.43%	28
2026 Q1	$25.6M	Buy	253,967 +8,270	+3%	+$831K	2.49%	9
2025 Q4	$24.6M	Buy	245,697 +15,706	+7%	+$1.58M	2.2%	8
2025 Q3	$24.8M	Sell	229,991 -3,950	-2%	-$397K	2.54%	8
2025 Q2	$23.6M	Buy	233,941 +17,153	+8%	+$1.72M	2.63%	9
2025 Q1	$21.8M	Buy	216,788 +1,554	+0.7%	+$156K	2.57%	9
2024 Q4	$21.6M	Buy	215,234 +2,720	+1%	+$273K	2.59%	9
2024 Q3	$21.4M	Buy	212,514 +19,841	+10%	+$1.99M	2.66%	9
2024 Q2	$19.4M	Buy	192,673 +73,715	+62%	+$7.41M	2.61%	8
2024 Q1	$12M	Buy	118,958 +70,969	+148%	+$7.13M	1.67%	20
2023 Q4	$4.81M	Buy	+47,989	New	+$4.82M	0.73%	31

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Kohmann Bosshard Financial Services's SGOV Position: Q2 2026 in Review

Kohmann Bosshard Financial Services reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 80% in Q2 2026, selling an estimated $20.5M and leaving 50,179 shares worth $5.05M. The position accounts for 0.43% of the portfolio, ranked #28.

Kohmann Bosshard Financial Services first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $25.6M in Q1 2026. 449 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Kohmann Bosshard Financial Services held 50,179 shares of iShares 0-3 Month Treasury Bond ETF worth $5.05M as of Q2 2026.
Kohmann Bosshard Financial Services sold 203,788 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $20.5M.
iShares 0-3 Month Treasury Bond ETF made up 0.43% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #28 holding.
Kohmann Bosshard Financial Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Kohmann Bosshard Financial Services's iShares 0-3 Month Treasury Bond ETF position peaked at $25.6M in Q1 2026.
449 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.