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

Advisortrust 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 		– Sell
-6,114
Closed -$615K – 263
2026
Q1 		$615K Buy
+6,114
New +$615K 0.26% 61

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Osaic Holdings
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RAM
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Advisortrust Partners's SGOV Position: Q2 2026 in Review

Advisortrust Partners sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 6,114 shares — an estimated $615K sold.

Advisortrust Partners first reported a position in SGOV in Q1 2026 and held it in 1 quarter. The position peaked at $615K in Q1 2026. 1,298 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Advisortrust Partners reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Advisortrust Partners sold 6,114 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $615K.
  • Advisortrust Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2026 and held it in 1 quarter.
  • Advisortrust Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $615K in Q1 2026.
  • 1,298 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.