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

Davis Investment 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	$234K	Buy	+2,328	New	+$234K	0.07%	164

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

Davis Investment Partners's SGOV Position: Q2 2026 in Review

Davis Investment Partners opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 2,328 shares worth $234K. The stake represents 0.07% of the portfolio and ranks #164 among its holdings.

1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Davis Investment Partners held 2,328 shares of iShares 0-3 Month Treasury Bond ETF worth $234K as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new Davis Investment Partners position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.07% of Davis Investment Partners's portfolio in Q2 2026, its #164 holding.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Davis Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.