Phil A. Younker & Associates’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Phil A. Younker & Associates’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	$2.88M	Sell	28,573 -821	-3%	-$82.5K	1.94%	11
2026 Q1	$2.96M	Sell	29,394 -22,448	-43%	-$2.26M	1.97%	11
2025 Q4	$5.2M	Sell	51,842 -67,202	-56%	-$6.75M	3.63%	9
2025 Q3	$12M	Buy	119,044 +55,503	+87%	+$5.58M	9.18%	3
2025 Q2	$6.4M	Buy	63,541 +14,239	+29%	+$1.43M	6.31%	6
2025 Q1	$4.96M	Buy	+49,302	New	+$4.96M	4.89%	7

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

Phil A. Younker & Associates's SGOV Position: Q2 2026 in Review

Phil A. Younker & Associates reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.8% in Q2 2026, selling an estimated $82.5K and leaving 28,573 shares worth $2.88M. The position accounts for 1.94% of the portfolio, ranked #11.

Phil A. Younker & Associates first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. The position peaked at $12M in Q3 2025. 1,298 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Phil A. Younker & Associates held 28,573 shares of iShares 0-3 Month Treasury Bond ETF worth $2.88M as of Q2 2026.
Phil A. Younker & Associates sold 821 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $82.5K.
iShares 0-3 Month Treasury Bond ETF made up 1.94% of Phil A. Younker & Associates's portfolio in Q2 2026, its #11 holding.
Phil A. Younker & Associates first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Phil A. Younker & Associates's iShares 0-3 Month Treasury Bond ETF position peaked at $12M in Q3 2025.
1,298 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Phil A. Younker & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.