Strategic Blueprint’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Strategic Blueprint’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	$5.66M	Buy	56,257 +11,327	+25%	+$1.14M	0.28%	92
2026 Q1	$4.52M	Buy	44,930 +5,048	+13%	+$507K	0.26%	101
2025 Q4	$4M	Sell	39,882 -1,120	-3%	-$113K	0.24%	109
2025 Q3	$4.13M	Buy	41,002 +8,203	+25%	+$825K	0.18%	129
2025 Q2	$3.3M	Buy	32,799 +3,775	+13%	+$379K	0.16%	141
2025 Q1	$2.92M	Buy	29,024 +19,374	+201%	+$1.95M	0.16%	138
2024 Q4	$968K	Buy	9,650 +2,207	+30%	+$222K	0.06%	264
2024 Q3	$750K	Buy	7,443 +2,813	+61%	+$283K	0.05%	311
2024 Q2	$466K	Buy	4,630 +1,370	+42%	+$138K	0.03%	392
2024 Q1	$328K	Buy	+3,260	New	+$328K	0.02%	474
2022 Q1	–	Sell	-6,892	Closed	-$689K	–	540
2021 Q4	$689K	Buy	+6,892	New	+$689K	0.09%	218

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

Strategic Blueprint's SGOV Position: Q2 2026 in Review

Strategic Blueprint increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 25% in Q2 2026, buying an estimated $1.14M and bringing the position to 56,257 shares worth $5.66M. The position accounts for 0.28% of the portfolio, ranked #92.

Strategic Blueprint first reported a position in SGOV in Q4 2021 and has held it in 11 quarters since. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Strategic Blueprint held 56,257 shares of iShares 0-3 Month Treasury Bond ETF worth $5.66M as of Q2 2026.
Strategic Blueprint bought 11,327 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.14M.
iShares 0-3 Month Treasury Bond ETF made up 0.28% of Strategic Blueprint's portfolio in Q2 2026, its #92 holding.
Strategic Blueprint first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2021 and has held it in 11 quarters since.
1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.