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

Strive Financial 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	$1.37M	Sell	13,583 -2,315	-15%	-$233K	0.59%	28
2026 Q1	$1.6M	Buy	+15,898	New	+$1.6M	0.85%	39

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

Strive Financial Group's SGOV Position: Q2 2026 in Review

Strive Financial Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 15% in Q2 2026, selling an estimated $233K and leaving 13,583 shares worth $1.37M. The position accounts for 0.59% of the portfolio, ranked #28.

Strive Financial Group first reported a position in SGOV in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.6M in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Strive Financial Group held 13,583 shares of iShares 0-3 Month Treasury Bond ETF worth $1.37M as of Q2 2026.
Strive Financial Group sold 2,315 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $233K.
iShares 0-3 Month Treasury Bond ETF made up 0.59% of Strive Financial Group's portfolio in Q2 2026, its #28 holding.
Strive Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
Strive Financial Group's iShares 0-3 Month Treasury Bond ETF position peaked at $1.6M in Q1 2026.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.