Sound Financial Strategies Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Sound Financial Strategies Group’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 Q1	$5.54M	Buy	55,017 +552	+1%	+$55.5K	3.78%	6
2025 Q4	$5.47M	Sell	54,465 -5,146	-9%	-$517K	3.86%	3
2025 Q3	$6M	Sell	59,611 -9,949	-14%	-$1M	4.38%	3
2025 Q2	$7M	Buy	69,560 +5,460	+9%	+$549K	5.92%	3
2025 Q1	$6.45M	Sell	64,100 -560	-0.9%	-$56.3K	5.76%	3
2024 Q4	$6.49M	Sell	64,660 -3,177	-5%	-$319K	5.41%	4
2024 Q3	$6.83M	Sell	67,837 -158,494	-70%	-$15.9M	5.49%	4
2024 Q2	$22.8M	Sell	226,331 -156,500	-41%	-$15.7M	19.81%	1
2024 Q1	$38.6M	Sell	382,831 -9,998	-3%	-$1M	32.06%	1
2023 Q4	$39.4M	Sell	392,829 -246,414	-39%	-$24.7M	33.18%	1
2023 Q3	$64.4M	Buy	639,243 +531,824	+495%	+$53.4M	53.19%	1
2023 Q2	$10.8M	Sell	107,419 -133,582	-55%	-$13.4M	7.9%	2
2023 Q1	$24.2M	Buy	+241,001	New	+$24.2M	16.17%	2

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sound Financial Strategies Group's SGOV Position: Q1 2026 in Review

Sound Financial Strategies Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1% in Q1 2026, buying an estimated $55.5K and bringing the position to 55,017 shares worth $5.54M. The position accounts for 3.78% of the portfolio, ranked #6.

Sound Financial Strategies Group first reported a position in SGOV in Q1 2023 and has held it in 13 quarters since. The position peaked at $64.4M in Q3 2023. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Sound Financial Strategies Group held 55,017 shares of iShares 0-3 Month Treasury Bond ETF worth $5.54M as of Q1 2026.
Sound Financial Strategies Group bought 552 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $55.5K.
iShares 0-3 Month Treasury Bond ETF made up 3.78% of Sound Financial Strategies Group's portfolio in Q1 2026, its #6 holding.
Sound Financial Strategies Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Sound Financial Strategies Group's iShares 0-3 Month Treasury Bond ETF position peaked at $64.4M in Q3 2023.
1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.