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

Columbia Advisory 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	$905K	Buy	+8,993	New	+$904K	0.5%	40
2025 Q4	–	Sell	-2,142	Closed	-$216K	–	98
2025 Q3	$216K	Buy	+2,142	New	+$215K	0.15%	82
2025 Q1	–	Sell	-11,462	Closed	-$1.15M	–	76
2024 Q4	$1.15M	Buy	+11,462	New	+$1.15M	1.07%	25
2024 Q3	–	Sell	-12,008	Closed	-$1.21M	–	61
2024 Q2	$1.21M	Buy	12,008 +3,220	+37%	+$324K	1.18%	18
2024 Q1	$885K	Buy	+8,788	New	+$883K	0.9%	20

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

Columbia Advisory Partners's SGOV Position: Q2 2026 in Review

Columbia Advisory Partners opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 8,993 shares worth $905K. The stake represents 0.5% of the portfolio and ranks #40 among its holdings. This is a return to the name: Columbia Advisory Partners previously reported a position in SGOV as recently as Q3 2025.

Columbia Advisory Partners first reported a position in SGOV in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.21M in Q2 2024. 517 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Columbia Advisory Partners held 8,993 shares of iShares 0-3 Month Treasury Bond ETF worth $905K as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new Columbia Advisory Partners position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.5% of Columbia Advisory Partners's portfolio in Q2 2026, its #40 holding.
Columbia Advisory Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 5 quarters since.
Columbia Advisory Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $1.21M in Q2 2024.
517 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.