Abacus Wealth Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Abacus Wealth Partners’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	$247K	Buy	+2,452	New	+$247K	0.03%	273
2024 Q2	–	Sell	-6,204	Closed	-$625K	–	91
2024 Q1	$625K	Buy	+6,204	New	+$624K	0.1%	40

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

Abacus Wealth Partners's SGOV Position: Q2 2026 in Review

Abacus Wealth Partners opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 2,452 shares worth $247K. The stake represents 0.03% of the portfolio and ranks #273 among its holdings. This is a return to the name: Abacus Wealth Partners previously reported a position in SGOV as recently as Q1 2024.

Abacus Wealth Partners first reported a position in SGOV in Q1 2024 and has held it in 2 quarters since. The position peaked at $625K in Q1 2024. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Abacus Wealth Partners held 2,452 shares of iShares 0-3 Month Treasury Bond ETF worth $247K as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new Abacus Wealth Partners position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.03% of Abacus Wealth Partners's portfolio in Q2 2026, its #273 holding.
Abacus Wealth Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 2 quarters since.
Abacus Wealth Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $625K in Q1 2024.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.