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

FAS 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
Q1 		$835K Sell
8,294
-817
-9% -$82.1K 0.05% 185
2025
Q4 		$915K Buy
+9,111
New +$916K 0.06% 169

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FAS Wealth Partners's SGOV Position: Q1 2026 in Review

FAS Wealth Partners reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 9% in Q1 2026, selling an estimated $82.1K and leaving 8,294 shares worth $835K. The position accounts for 0.05% of the portfolio, ranked #185.

FAS Wealth Partners first reported a position in SGOV in Q4 2025 and has held it in 2 quarters since. The position peaked at $915K in Q4 2025. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • FAS Wealth Partners held 8,294 shares of iShares 0-3 Month Treasury Bond ETF worth $835K as of Q1 2026.
  • FAS Wealth Partners sold 817 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $82.1K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.05% of FAS Wealth Partners's portfolio in Q1 2026, its #185 holding.
  • FAS Wealth Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • FAS Wealth Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $915K in Q4 2025.
  • 1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.