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

Alpha Financial 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	$1.28M	Sell	12,673 -10,698	-46%	-$1.08M	0.67%	27
2026 Q1	$2.35M	Buy	23,371 +472	+2%	+$47.4K	1.39%	13
2025 Q4	$2.3M	Buy	22,899 +4,181	+22%	+$420K	1.4%	12
2025 Q3	$1.88M	Buy	18,718 +2,194	+13%	+$221K	1.23%	11
2025 Q2	$1.66M	Sell	16,524 -462	-3%	-$46.4K	1.2%	12
2025 Q1	$1.71M	Sell	16,986 -735	-4%	-$73.9K	1.37%	9
2024 Q4	$1.78M	Buy	+17,721	New	+$1.78M	1.41%	11
2024 Q3	–	Sell	-18,925	Closed	-$1.91M	–	146
2024 Q2	$1.91M	Buy	18,925 +5,560	+42%	+$559K	1.65%	13
2024 Q1	$1.35M	Buy	13,365 +539	+4%	+$54.2K	1.22%	12
2023 Q4	$1.29M	Sell	12,826 -2,170	-14%	-$218K	1.27%	12
2023 Q3	$1.51M	Buy	14,996 +4,860	+48%	+$488K	1.75%	13
2023 Q2	$1.02M	Buy	10,136 +2,675	+36%	+$269K	1.09%	19
2023 Q1	$750K	Buy	+7,461	New	+$748K	0.84%	26

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

Alpha Financial Partners's SGOV Position: Q2 2026 in Review

Alpha Financial Partners reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 46% in Q2 2026, selling an estimated $1.08M and leaving 12,673 shares worth $1.28M. The position accounts for 0.67% of the portfolio, ranked #27.

Alpha Financial Partners first reported a position in SGOV in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.35M in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Alpha Financial Partners held 12,673 shares of iShares 0-3 Month Treasury Bond ETF worth $1.28M as of Q2 2026.
Alpha Financial Partners sold 10,698 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.08M.
iShares 0-3 Month Treasury Bond ETF made up 0.67% of Alpha Financial Partners's portfolio in Q2 2026, its #27 holding.
Alpha Financial Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Alpha Financial Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $2.35M in Q1 2026.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.