EP
SGOV icon

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
Q3 		$3.08M Buy
30,560
+1,860
+6% +$187K 1.4% 7
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Essential Partners's SGOV Position: Q3 2026 in Review

Essential Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 6.5% in Q3 2026, buying an estimated $187K and bringing the position to 30,560 shares worth $3.08M. The position accounts for 1.4% of the portfolio, ranked #7.

Essential Partners first reported a position in SGOV in Q2 2025 and has held it in 6 quarters since. 244 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Essential Partners held 30,560 shares of iShares 0-3 Month Treasury Bond ETF worth $3.08M as of Q3 2026.
  • Essential Partners bought 1,860 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $187K.
  • iShares 0-3 Month Treasury Bond ETF made up 1.4% of Essential Partners's portfolio in Q3 2026, its #7 holding.
  • Essential Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • 244 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.