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

Victory 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	$1.57M	Sell	15,575 -773	-5%	-$77.7K	0.16%	103
2026 Q1	$1.65M	Sell	16,348 -763	-4%	-$76.7K	0.2%	82
2025 Q4	$1.72M	Sell	17,111 -891	-5%	-$89.5K	0.22%	74
2025 Q3	$1.81M	Sell	18,002 -868	-5%	-$87.3K	0.25%	53
2025 Q2	$1.9M	Sell	18,870 -1,530	-8%	-$154K	0.3%	50
2025 Q1	$2.05M	Buy	20,400 +5,463	+37%	+$549K	0.39%	45
2024 Q4	$1.5M	Buy	+14,937	New	+$1.5M	0.39%	38

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

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

Victory Financial Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.7% in Q2 2026, selling an estimated $77.7K and leaving 15,575 shares worth $1.57M. The position accounts for 0.16% of the portfolio, ranked #103.

Victory Financial Group first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.05M in Q1 2025. 1,312 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Victory Financial Group held 15,575 shares of iShares 0-3 Month Treasury Bond ETF worth $1.57M as of Q2 2026.
Victory Financial Group sold 773 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $77.7K.
iShares 0-3 Month Treasury Bond ETF made up 0.16% of Victory Financial Group's portfolio in Q2 2026, its #103 holding.
Victory Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Victory Financial Group's iShares 0-3 Month Treasury Bond ETF position peaked at $2.05M in Q1 2025.
1,312 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.