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

Chicago Partners Investment Group’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	$1.97M	Buy	19,597 +8,657	+79%	+$870K	0.04%	371
2026 Q1	$1.1M	Buy	10,940 +2,909	+36%	+$292K	0.02%	500
2025 Q4	$808K	Buy	8,031 +2,401	+43%	+$241K	0.02%	534
2025 Q3	$567K	Buy	5,630 +516	+10%	+$51.9K	0.01%	637
2025 Q2	$515K	Buy	5,114 +174	+4%	+$17.5K	0.01%	591
2025 Q1	$496K	Buy	+4,940	New	+$497K	0.02%	519

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

Chicago Partners Investment Group's SGOV Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 79% in Q2 2026, buying an estimated $870K and bringing the position to 19,597 shares worth $1.97M. The position accounts for 0.04% of the portfolio, ranked #371.

Chicago Partners Investment Group first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Chicago Partners Investment Group held 19,597 shares of iShares 0-3 Month Treasury Bond ETF worth $1.97M as of Q2 2026.
Chicago Partners Investment Group bought 8,657 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $870K.
iShares 0-3 Month Treasury Bond ETF made up 0.04% of Chicago Partners Investment Group's portfolio in Q2 2026, its #371 holding.
Chicago Partners Investment Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.