Elevation Wealth Partners
SGOV icon

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

Elevation 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 		$305K Buy
+3,032
New +$305K 0.09% 116
2025
Q3 		– Sell
-17,097
Closed -$1.72M – 881
2025
Q2 		$1.72M Buy
17,097
+176
+1% +$17.7K 0.68% 34
2025
Q1 		$1.7M Buy
16,921
+113
+0.7% +$11.4K 0.74% 30
2024
Q4 		$1.69M Buy
+16,808
New +$1.69M 0.71% 28

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

Elevation Wealth Partners opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026: 3,032 shares worth $305K. The stake represents 0.09% of the portfolio and ranks #116 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in SGOV as recently as Q2 2025.

Elevation Wealth Partners first reported a position in SGOV in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.72M in Q2 2025. 633 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Elevation Wealth Partners held 3,032 shares of iShares 0-3 Month Treasury Bond ETF worth $305K as of Q3 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Elevation Wealth Partners position in Q3 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.09% of Elevation Wealth Partners's portfolio in Q3 2026, its #116 holding.
  • Elevation Wealth Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • Elevation Wealth Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $1.72M in Q2 2025.
  • 633 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.