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AssuredPartners Investment Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

AssuredPartners Investment Advisors’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
Q1 		$2.21M Sell
22,024
-88
-0.4% -$8.85K 0.24% 110
2025
Q4 		$2.22M Buy
+22,112
New +$2.22M 0.33% 74

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AssuredPartners Investment Advisors's SGOV Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.4% in Q1 2026, selling an estimated $8.85K and leaving 22,024 shares worth $2.21M. The position accounts for 0.24% of the portfolio, ranked #110.

AssuredPartners Investment Advisors first reported a position in SGOV in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.22M in Q4 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • AssuredPartners Investment Advisors held 22,024 shares of iShares 0-3 Month Treasury Bond ETF worth $2.21M as of Q1 2026.
  • AssuredPartners Investment Advisors sold 88 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $8.85K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.24% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #110 holding.
  • AssuredPartners Investment Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • AssuredPartners Investment Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $2.22M in Q4 2025.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.