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 Q2	$782K	Sell	7,768 -1,251	-14%	-$126K	0.11%	160
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 $1.55T 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

Balboa Wealth Partners's SGOV Position: Q2 2026 in Review

Balboa Wealth Partners reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 14% in Q2 2026, selling an estimated $126K and leaving 7,768 shares worth $782K. The position accounts for 0.11% of the portfolio, ranked #160.

Balboa Wealth Partners first reported a position in SGOV in Q1 2023 and has held it in 9 quarters since. The position peaked at $2.75M in Q1 2025. 1,309 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Balboa Wealth Partners held 7,768 shares of iShares 0-3 Month Treasury Bond ETF worth $782K as of Q2 2026.
Balboa Wealth Partners sold 1,251 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $126K.
iShares 0-3 Month Treasury Bond ETF made up 0.11% of Balboa Wealth Partners's portfolio in Q2 2026, its #160 holding.
Balboa Wealth Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 9 quarters since.
Balboa Wealth Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $2.75M in Q1 2025.
1,309 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

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