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

Concord 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	$6.4M	Buy	63,533 +33,298	+110%	+$3.35M	0.73%	33
2026 Q1	$3.04M	Buy	30,235 +5,575	+23%	+$560K	0.4%	64
2025 Q4	$2.48M	Sell	24,660 -2,300	-9%	-$231K	0.32%	73
2025 Q3	$2.71M	Buy	26,960 +8,639	+47%	+$869K	0.37%	62
2025 Q2	$1.84M	Buy	+18,321	New	+$1.84M	0.27%	89
2024 Q4	–	Sell	-25	Closed	-$2.52K	–	976
2024 Q3	$2.52K	Hold	25	–	–	﹤0.01%	721
2024 Q2	$2.52K	Hold	25	–	–	﹤0.01%	646
2024 Q1	$2.52K	Sell	25 -4	-14%	-$402	﹤0.01%	727
2023 Q4	$2.91K	Buy	+29	New	+$2.91K	﹤0.01%	683

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

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

Concord Wealth Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 110% in Q2 2026, buying an estimated $3.35M and bringing the position to 63,533 shares worth $6.4M. The position accounts for 0.73% of the portfolio, ranked #33.

Concord Wealth Partners first reported a position in SGOV in Q4 2023 and has held it in 9 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Concord Wealth Partners held 63,533 shares of iShares 0-3 Month Treasury Bond ETF worth $6.4M as of Q2 2026.
Concord Wealth Partners bought 33,298 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $3.35M.
iShares 0-3 Month Treasury Bond ETF made up 0.73% of Concord Wealth Partners's portfolio in Q2 2026, its #33 holding.
Concord Wealth Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 9 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.