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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
Q3 		$6.32M Buy
62,803
+36,002
+134% +$3.62M 1.46% 27
2026
Q2 		$2.7M Buy
+26,801
New +$2.69M 0.61% 54

Other funds holding SGOV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Bouvel Investment Partners's SGOV Position: Q3 2026 in Review

Bouvel Investment Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 134% in Q3 2026, buying an estimated $3.62M and bringing the position to 62,803 shares worth $6.32M. The position accounts for 1.46% of the portfolio, ranked #27.

Bouvel Investment Partners first reported a position in SGOV in Q2 2026 and has held it in 2 quarters since. 244 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Bouvel Investment Partners held 62,803 shares of iShares 0-3 Month Treasury Bond ETF worth $6.32M as of Q3 2026.
  • Bouvel Investment Partners bought 36,002 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $3.62M.
  • iShares 0-3 Month Treasury Bond ETF made up 1.46% of Bouvel Investment Partners's portfolio in Q3 2026, its #27 holding.
  • Bouvel Investment Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 244 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Bouvel Investment Partners's 13F filing for Q3 2026, filed 13 Oct 2026.