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 Q2	$4.58M	Sell	45,544 -9,473	-17%	-$952K	2.91%	8
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 $1.55T 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

Sound Financial Strategies Group's SGOV Position: Q2 2026 in Review

Sound Financial Strategies Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 17% in Q2 2026, selling an estimated $952K and leaving 45,544 shares worth $4.58M. The position accounts for 2.91% of the portfolio, ranked #8.

Sound Financial Strategies Group first reported a position in SGOV in Q1 2023 and has held it in 14 quarters since. The position peaked at $64.4M in Q3 2023. 1,312 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Sound Financial Strategies Group held 45,544 shares of iShares 0-3 Month Treasury Bond ETF worth $4.58M as of Q2 2026.
Sound Financial Strategies Group sold 9,473 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $952K.
iShares 0-3 Month Treasury Bond ETF made up 2.91% of Sound Financial Strategies Group's portfolio in Q2 2026, its #8 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 14 quarters since.
Sound Financial Strategies Group's iShares 0-3 Month Treasury Bond ETF position peaked at $64.4M in Q3 2023.
1,312 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.