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

Essential 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	$2.89M	Buy	28,700 +2,764	+11%	+$278K	1.33%	6
2026 Q1	$2.61M	Buy	25,936 +12,991	+100%	+$1.31M	0.88%	16
2025 Q4	$1.3M	Buy	12,945 +1,761	+16%	+$177K	0.4%	57
2025 Q3	$1.13M	Sell	11,184 -77	-0.7%	-$7.74K	0.37%	67
2025 Q2	$1.13M	Buy	+11,261	New	+$1.13M	0.45%	48

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

Essential Partners's SGOV Position: Q2 2026 in Review

Essential Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 11% in Q2 2026, buying an estimated $278K and bringing the position to 28,700 shares worth $2.89M. The position accounts for 1.33% of the portfolio, ranked #6.

Essential Partners first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Essential Partners held 28,700 shares of iShares 0-3 Month Treasury Bond ETF worth $2.89M as of Q2 2026.
Essential Partners bought 2,764 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $278K.
iShares 0-3 Month Treasury Bond ETF made up 1.33% of Essential Partners's portfolio in Q2 2026, its #6 holding.
Essential Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.