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Summit Financial Strategies’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Summit Financial 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
-2,271
Closed -$229K – 186
2026
Q1 		$229K Sell
2,271
-2,214
-49% -$223K 0.02% 147
2025
Q4 		$450K Buy
+4,485
New +$451K 0.04% 98

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Financial Strategies's SGOV Position: Q2 2026 in Review

Summit Financial Strategies sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 2,271 shares — an estimated $229K sold.

Summit Financial Strategies first reported a position in SGOV in Q4 2025 and held it in 2 quarters. The position peaked at $450K in Q4 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Summit Financial Strategies reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Summit Financial Strategies sold 2,271 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $229K.
  • Summit Financial Strategies first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and held it in 2 quarters.
  • Summit Financial Strategies's iShares 0-3 Month Treasury Bond ETF position peaked at $450K in Q4 2025.
  • 1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.