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

Burling 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	$392K	Sell	3,898 -15,434	-80%	-$1.55M	0.06%	146
2026 Q1	$1.95M	Buy	19,332 +14,891	+335%	+$1.5M	0.31%	74
2025 Q4	$446K	Sell	4,441 -22,463	-83%	-$2.26M	0.07%	140
2025 Q3	$2.71M	Sell	26,904 -28,241	-51%	-$2.84M	0.45%	59
2025 Q2	$5.55M	Buy	55,145 +48,637	+747%	+$4.89M	1.03%	27
2025 Q1	$655K	Buy	+6,508	New	+$654K	0.14%	109

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

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

Burling Wealth Partners reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 80% in Q2 2026, selling an estimated $1.55M and leaving 3,898 shares worth $392K. The position accounts for 0.06% of the portfolio, ranked #146.

Burling Wealth Partners first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.55M in Q2 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Burling Wealth Partners held 3,898 shares of iShares 0-3 Month Treasury Bond ETF worth $392K as of Q2 2026.
Burling Wealth Partners sold 15,434 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.55M.
iShares 0-3 Month Treasury Bond ETF made up 0.06% of Burling Wealth Partners's portfolio in Q2 2026, its #146 holding.
Burling Wealth Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Burling Wealth Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $5.55M in Q2 2025.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.