Pacific Sun Financial’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Pacific Sun Financial’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	$572K	Buy	5,684 +1,770	+45%	+$178K	0.24%	126
2026 Q1	$394K	Buy	+3,914	New	+$393K	0.19%	143

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

Pacific Sun Financial's SGOV Position: Q2 2026 in Review

Pacific Sun Financial increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 45% in Q2 2026, buying an estimated $178K and bringing the position to 5,684 shares worth $572K. The position accounts for 0.24% of the portfolio, ranked #126.

Pacific Sun Financial first reported a position in SGOV in Q1 2026 and has held it in 2 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Pacific Sun Financial held 5,684 shares of iShares 0-3 Month Treasury Bond ETF worth $572K as of Q2 2026.
Pacific Sun Financial bought 1,770 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $178K.
iShares 0-3 Month Treasury Bond ETF made up 0.24% of Pacific Sun Financial's portfolio in Q2 2026, its #126 holding.
Pacific Sun Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.