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

Daymark 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 Q3	$1.83M	Buy	+18,141	New	+$1.82M	0.04%	267

Other funds holding SGOV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Robinhood Asset Management Menlo Park, California $2.11B AUM 21.56% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Daymark Wealth Partners's SGOV Position: Q3 2026 in Review

Daymark Wealth Partners opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026: 18,141 shares worth $1.83M. The stake represents 0.04% of the portfolio and ranks #267 among its holdings.

1,251 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Daymark Wealth Partners held 18,141 shares of iShares 0-3 Month Treasury Bond ETF worth $1.83M as of Q3 2026.
iShares 0-3 Month Treasury Bond ETF was a new Daymark Wealth Partners position in Q3 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.04% of Daymark Wealth Partners's portfolio in Q3 2026, its #267 holding.
1,251 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.