Strait & Sound Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Strait & Sound Wealth Management’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	$10.3M	Buy	102,350 +7,587	+8%	+$763K	3.61%	7
2026 Q1	$9.54M	Sell	94,763 -3,254	-3%	-$327K	3.55%	7
2025 Q4	$9.84M	Sell	98,017 -16,010	-14%	-$1.61M	3.66%	7
2025 Q3	$11.5M	Sell	114,027 -2,105	-2%	-$212K	4.41%	5
2025 Q2	$11.7M	Sell	116,132 -1,325	-1%	-$133K	4.97%	3
2025 Q1	$11.8M	Sell	117,457 -7,016	-6%	-$705K	5.5%	4
2024 Q4	$12.5M	Sell	124,473 -12,155	-9%	-$1.22M	5.79%	4
2024 Q3	$13.8M	Sell	136,628 -23,468	-15%	-$2.36M	6.69%	4
2024 Q2	$16.1M	Sell	160,096 -7,498	-4%	-$754K	8.22%	3
2024 Q1	$16.8M	Buy	167,594 +1,064	+0.6%	+$107K	9.41%	2
2023 Q4	$16.7M	Buy	+166,530	New	+$16.7M	10.45%	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

Strait & Sound Wealth Management's SGOV Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 8% in Q2 2026, buying an estimated $763K and bringing the position to 102,350 shares worth $10.3M. The position accounts for 3.61% of the portfolio, ranked #7.

Strait & Sound Wealth Management first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.8M in Q1 2024. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Strait & Sound Wealth Management held 102,350 shares of iShares 0-3 Month Treasury Bond ETF worth $10.3M as of Q2 2026.
Strait & Sound Wealth Management bought 7,587 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $763K.
iShares 0-3 Month Treasury Bond ETF made up 3.61% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #7 holding.
Strait & Sound Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Strait & Sound Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $16.8M in Q1 2024.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.