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

Financial Advisory 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	$4.44M	Sell	44,140 -59,337	-57%	-$5.97M	1.16%	27
2026 Q1	$10.4M	Sell	103,477 -47,195	-31%	-$4.74M	2.95%	7
2025 Q4	$15.1M	Buy	150,672 +24,798	+20%	+$2.49M	4.27%	4
2025 Q3	$12.7M	Buy	125,874 +22,185	+21%	+$2.23M	3.7%	4
2025 Q2	$10.4M	Sell	103,689 -30,997	-23%	-$3.12M	3.28%	6
2025 Q1	$13.6M	Buy	134,686 +98,403	+271%	+$9.89M	4.54%	4
2024 Q4	$3.64M	Sell	36,283 -9,126	-20%	-$917K	1.21%	33
2024 Q3	$4.57M	Buy	45,409 +11,643	+34%	+$1.17M	1.52%	17
2024 Q2	$3.4M	Buy	33,766 +10,027	+42%	+$1.01M	1.27%	32
2024 Q1	$2.39M	Sell	23,739 -209	-0.9%	-$21K	0.92%	45
2023 Q4	$2.4M	Sell	23,948 -2,190	-8%	-$220K	0.87%	47
2023 Q3	$2.63M	Sell	26,138 -7,132	-21%	-$716K	1.06%	44
2023 Q2	$3.35M	Sell	33,270 -71,250	-68%	-$7.15M	1.29%	42
2023 Q1	$10.5M	Buy	104,520 +14,490	+16%	+$1.45M	4.16%	4
2022 Q4	$9.02M	Buy	+90,030	New	+$9.02M	3.71%	5

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

Financial Advisory Partners's SGOV Position: Q2 2026 in Review

Financial Advisory Partners reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 57% in Q2 2026, selling an estimated $5.97M and leaving 44,140 shares worth $4.44M. The position accounts for 1.16% of the portfolio, ranked #27.

Financial Advisory Partners first reported a position in SGOV in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.1M in Q4 2025. 1,298 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Financial Advisory Partners held 44,140 shares of iShares 0-3 Month Treasury Bond ETF worth $4.44M as of Q2 2026.
Financial Advisory Partners sold 59,337 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $5.97M.
iShares 0-3 Month Treasury Bond ETF made up 1.16% of Financial Advisory Partners's portfolio in Q2 2026, its #27 holding.
Financial Advisory Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Financial Advisory Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $15.1M in Q4 2025.
1,298 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.