Focus Partners Advisor Solutions’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Focus Partners Advisor Solutions’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	$11.1M	Buy	109,807 +75,412	+219%	+$7.58M	0.09%	110
2026 Q1	$3.46M	Buy	+34,395	New	+$3.46M	0.03%	240
2025 Q4	–	Sell	-102,602	Closed	-$10.3M	–	1238
2025 Q3	$10.3M	Buy	102,602 +87,031	+559%	+$8.75M	0.12%	96
2025 Q2	$1.57M	Sell	15,571 -135,843	-90%	-$13.7M	0.02%	322
2025 Q1	$15.2M	Buy	151,414 +11,543	+8%	+$1.16M	0.23%	58
2024 Q4	$14M	Buy	139,871 +133,784	+2,198%	+$13.4M	0.24%	57
2024 Q3	$613K	Buy	6,087 +376	+7%	+$37.8K	0.01%	400
2024 Q2	$575K	Buy	+5,711	New	+$574K	0.02%	342

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

Focus Partners Advisor Solutions's SGOV Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 219% in Q2 2026, buying an estimated $7.58M and bringing the position to 109,807 shares worth $11.1M. The position accounts for 0.09% of the portfolio, ranked #110.

Focus Partners Advisor Solutions first reported a position in SGOV in Q2 2024 and has held it in 8 quarters since. The position peaked at $15.2M in Q1 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Focus Partners Advisor Solutions held 109,807 shares of iShares 0-3 Month Treasury Bond ETF worth $11.1M as of Q2 2026.
Focus Partners Advisor Solutions bought 75,412 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $7.58M.
iShares 0-3 Month Treasury Bond ETF made up 0.09% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #110 holding.
Focus Partners Advisor Solutions first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
Focus Partners Advisor Solutions's iShares 0-3 Month Treasury Bond ETF position peaked at $15.2M in Q1 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.