Castleview Partners
SGOV icon

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

Castleview 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 		$601K Buy
+5,971
New +$600K 0.26% 90
2023
Q4 		– Sell
-17
Closed -$1.71K – 887
2023
Q3 		$1.71K Buy
+17
New +$1.71K ﹤0.01% 567
2023
Q1 		– Sell
-20
Closed -$2K – 711
2022
Q4 		$2K Hold
20
– – ﹤0.01% 517
2022
Q3 		$2K Buy
+20
New +$2K ﹤0.01% 540

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Castleview Partners's SGOV Position: Q3 2026 in Review

Castleview Partners opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026: 5,971 shares worth $601K. The stake represents 0.26% of the portfolio and ranks #90 among its holdings. This is a return to the name: Castleview Partners previously reported a position in SGOV as recently as Q3 2023.

Castleview Partners first reported a position in SGOV in Q3 2022 and has held it in 4 quarters since. 633 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Castleview Partners held 5,971 shares of iShares 0-3 Month Treasury Bond ETF worth $601K as of Q3 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Castleview Partners position in Q3 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.26% of Castleview Partners's portfolio in Q3 2026, its #90 holding.
  • Castleview Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 4 quarters since.
  • 633 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.