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

Sound Income Strategies’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 		– Sell
-883
Closed -$88.7K – 2067
2026
Q1 		$88.7K Buy
883
+851
+2,659% +$85.5K ﹤0.01% 644
2025
Q4 		$3.24K Sell
32
-1,325
-98% -$133K ﹤0.01% 1990
2025
Q3 		$136K Sell
1,357
-170
-11% -$17.1K 0.01% 350
2025
Q2 		$154K Sell
1,527
-20,122
-93% -$2.02M 0.01% 322
2025
Q1 		$2.18M Buy
21,649
+157
+0.7% +$15.8K 0.13% 118
2024
Q4 		$2.16M Buy
21,492
+9,992
+87% +$1M 0.13% 115
2024
Q3 		$1.16M Buy
+11,500
New +$1.16M 0.07% 129
2024
Q2 		– Sell
-39
Closed -$3.93K – 1475
2024
Q1 		$3.93K Buy
+39
New +$3.92K ﹤0.01% 946

Other funds holding SGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RAM
Robinhood Asset Management Menlo Park, California $1.87B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Sound Income Strategies's SGOV Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 883 shares — an estimated $88.7K sold.

Sound Income Strategies first reported a position in SGOV in Q1 2024 and held it in 8 quarters. The position peaked at $2.18M in Q1 2025. 1,047 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 883 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $88.7K.
  • Sound Income Strategies first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and held it in 8 quarters.
  • Sound Income Strategies's iShares 0-3 Month Treasury Bond ETF position peaked at $2.18M in Q1 2025.
  • 1,047 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.