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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Burling Wealth Partners's SGOV Position: Q1 2026 in Review

Burling Wealth Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 335% in Q1 2026, buying an estimated $1.5M and bringing the position to 19,332 shares worth $1.95M. The position accounts for 0.31% of the portfolio, ranked #74.

Burling Wealth Partners first reported a position in SGOV in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.55M in Q2 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Burling Wealth Partners held 19,332 shares of iShares 0-3 Month Treasury Bond ETF worth $1.95M as of Q1 2026.
  • Burling Wealth Partners bought 14,891 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.5M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.31% of Burling Wealth Partners's portfolio in Q1 2026, its #74 holding.
  • Burling Wealth Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Burling Wealth Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $5.55M in Q2 2025.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.