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

Astra 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
Q1 		– Sell
-51,984
Closed -$5.22M – 103
2025
Q4 		$5.22M Buy
+51,984
New +$5.22M 3.07% 7

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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

Astra Wealth Partners's SGOV Position: Q1 2026 in Review

Astra Wealth Partners sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026, closing a stake of 51,984 shares — an estimated $5.22M sold.

Astra Wealth Partners first reported a position in SGOV in Q4 2025 and held it in 1 quarter. The position peaked at $5.22M in Q4 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Astra Wealth Partners reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Astra Wealth Partners sold 51,984 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $5.22M.
  • Astra Wealth Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and held it in 1 quarter.
  • Astra Wealth Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $5.22M 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 Astra Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.