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

Balboa 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	$908K	Buy	9,019 +1,515	+20%	+$152K	0.15%	116
2025 Q4	$753K	Buy	7,504 +320	+4%	+$32.2K	0.12%	131
2025 Q3	$723K	Sell	7,184 -16,055	-69%	-$1.61M	0.12%	132
2025 Q2	$2.34M	Sell	23,239 -4,037	-15%	-$406K	0.47%	44
2025 Q1	$2.75M	Buy	+27,276	New	+$2.74M	0.66%	27
2024 Q1	–	Sell	-2,234	Closed	-$224K	–	310
2023 Q4	$224K	Buy	+2,234	New	+$224K	0.07%	200
2023 Q3	–	Sell	-4,874	Closed	-$490K	–	319
2023 Q2	$490K	Buy	4,874 +926	+23%	+$93K	0.17%	115
2023 Q1	$397K	Buy	+3,948	New	+$396K	0.15%	131

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Balboa Wealth Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 20% in Q1 2026, buying an estimated $152K and bringing the position to 9,019 shares worth $908K. The position accounts for 0.15% of the portfolio, ranked #116.

Balboa Wealth Partners first reported a position in SGOV in Q1 2023 and has held it in 8 quarters since. The position peaked at $2.75M in Q1 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Balboa Wealth Partners held 9,019 shares of iShares 0-3 Month Treasury Bond ETF worth $908K as of Q1 2026.
Balboa Wealth Partners bought 1,515 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $152K.
iShares 0-3 Month Treasury Bond ETF made up 0.15% of Balboa Wealth Partners's portfolio in Q1 2026, its #116 holding.
Balboa Wealth Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 8 quarters since.
Balboa Wealth Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $2.75M in Q1 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.