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

Ballentine 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 		– Sell
-2,917
Closed -$294K – 1122
2026
Q1 		$294K Buy
+2,917
New +$293K ﹤0.01% 753

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ballentine Partners's SGOV Position: Q2 2026 in Review

Ballentine Partners sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 2,917 shares — an estimated $294K sold.

Ballentine Partners first reported a position in SGOV in Q1 2026 and held it in 1 quarter. The position peaked at $294K in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Ballentine Partners reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Ballentine Partners sold 2,917 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $294K.
  • Ballentine Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2026 and held it in 1 quarter.
  • Ballentine Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $294K 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 Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.