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

Core 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 		$3.96M Sell
39,327
-3,023
-7% -$304K 1.69% 11
2026
Q1 		$4.26M Sell
42,350
-5,451
-11% -$548K 1.98% 10
2025
Q4 		$4.8M Sell
47,801
-5,219
-10% -$524K 2.16% 9
2025
Q3 		$5.34M Buy
53,020
+5,405
+11% +$543K 2.45% 6
2025
Q2 		$4.79M Buy
47,615
+2,307
+5% +$232K 2.43% 6
2025
Q1 		$4.56M Sell
45,308
-832
-2% -$83.6K 2.65% 6
2024
Q4 		$4.63M Buy
46,140
+13,027
+39% +$1.31M 2.65% 6
2024
Q3 		$3.34M Buy
33,113
+2,137
+7% +$215K 2.02% 9
2024
Q2 		$3.12M Buy
30,976
+511
+2% +$51.4K 2.13% 9
2024
Q1 		$3.07M Sell
30,465
-3,385
-10% -$340K 2.32% 10
2023
Q4 		$3.39M Sell
33,850
-2,463
-7% -$247K 2.78% 9
2023
Q3 		$3.66M Sell
36,313
-3,087
-8% -$310K 3.32% 6
2023
Q2 		$3.96M Sell
39,400
-2,018
-5% -$203K 3.66% 5
2023
Q1 		$4.17M Sell
41,418
-4,216
-9% -$423K 4.18% 4
2022
Q4 		$4.52M Buy
+45,634
New +$4.57M 5.08% 2

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 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
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Core Wealth Partners reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 7.1% in Q2 2026, selling an estimated $304K and leaving 39,327 shares worth $3.96M. The position accounts for 1.69% of the portfolio, ranked #11.

Core Wealth Partners first reported a position in SGOV in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.34M in Q3 2025. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Core Wealth Partners held 39,327 shares of iShares 0-3 Month Treasury Bond ETF worth $3.96M as of Q2 2026.
  • Core Wealth Partners sold 3,023 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $304K.
  • iShares 0-3 Month Treasury Bond ETF made up 1.69% of Core Wealth Partners's portfolio in Q2 2026, its #11 holding.
  • Core Wealth Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Core Wealth Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $5.34M in Q3 2025.
  • 429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.