Koshinski Asset Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Koshinski Asset Management’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	$678K	Sell	6,731 -168	-2%	-$16.9K	0.04%	384
2026 Q1	$694K	Buy	6,899 +125	+2%	+$12.6K	0.04%	350
2025 Q4	$680K	Buy	6,774 +1,971	+41%	+$198K	0.04%	345
2025 Q3	$484K	Buy	4,803 +741	+18%	+$74.5K	0.03%	431
2025 Q2	$409K	Buy	4,062 +1,839	+83%	+$185K	0.03%	445
2025 Q1	$224K	Sell	2,223 -419	-16%	-$42.1K	0.02%	576
2024 Q4	$265K	Buy	2,642 +559	+27%	+$56.2K	0.02%	516
2024 Q3	$210K	Buy	+2,083	New	+$209K	0.02%	591
2022 Q2	–	Sell	-30	Closed	-$3K	–	1738
2022 Q1	$3K	Buy	+30	New	+$3K	﹤0.01%	1889

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

Koshinski Asset Management's SGOV Position: Q2 2026 in Review

Koshinski Asset Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.4% in Q2 2026, selling an estimated $16.9K and leaving 6,731 shares worth $678K. The position accounts for 0.04% of the portfolio, ranked #384.

Koshinski Asset Management first reported a position in SGOV in Q1 2022 and has held it in 9 quarters since. The position peaked at $694K in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Koshinski Asset Management held 6,731 shares of iShares 0-3 Month Treasury Bond ETF worth $678K as of Q2 2026.
Koshinski Asset Management sold 168 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $16.9K.
iShares 0-3 Month Treasury Bond ETF made up 0.04% of Koshinski Asset Management's portfolio in Q2 2026, its #384 holding.
Koshinski Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and has held it in 9 quarters since.
Koshinski Asset Management's iShares 0-3 Month Treasury Bond ETF position peaked at $694K in Q1 2026.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.