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

Bouvel Investment 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 		$2.7M Buy
+26,801
New +$2.69M 0.61% 54

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JFA
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MFIM
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PC
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DRP
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SFA
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Bouvel Investment Partners's SGOV Position: Q2 2026 in Review

Bouvel Investment Partners opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 26,801 shares worth $2.7M. The stake represents 0.61% of the portfolio and ranks #54 among its holdings.

429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Bouvel Investment Partners held 26,801 shares of iShares 0-3 Month Treasury Bond ETF worth $2.7M as of Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Bouvel Investment Partners position in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.61% of Bouvel Investment Partners's portfolio in Q2 2026, its #54 holding.
  • 429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Bouvel Investment Partners's 13F filing for Q2 2026, filed 17 Jul 2026.