Traynor Capital Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Traynor Capital 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	$461K	Buy	4,575 +1,491	+48%	+$150K	0.02%	208
2026 Q1	$310K	Sell	3,084 -2,901	-48%	-$292K	0.02%	244
2025 Q4	$601K	Buy	+5,985	New	+$601K	0.03%	167
2024 Q4	–	Sell	-2,057	Closed	-$207K	–	330
2024 Q3	$207K	Buy	2,057 +27	+1%	+$2.71K	0.01%	229
2024 Q2	$204K	Buy	+2,030	New	+$204K	0.02%	219

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Traynor Capital Management's SGOV Position: Q2 2026 in Review

Traynor Capital Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 48% in Q2 2026, buying an estimated $150K and bringing the position to 4,575 shares worth $461K. The position accounts for 0.02% of the portfolio, ranked #208.

Traynor Capital Management first reported a position in SGOV in Q2 2024 and has held it in 5 quarters since. The position peaked at $601K in Q4 2025. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Traynor Capital Management held 4,575 shares of iShares 0-3 Month Treasury Bond ETF worth $461K as of Q2 2026.
Traynor Capital Management bought 1,491 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $150K.
iShares 0-3 Month Treasury Bond ETF made up 0.02% of Traynor Capital Management's portfolio in Q2 2026, its #208 holding.
Traynor Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 5 quarters since.
Traynor Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $601K in Q4 2025.
429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Traynor Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.