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

Focus Partners Wealth’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	$239M	Sell	2,373,290 -134,732	-5%	-$13.5M	0.24%	86
2026 Q1	$252M	Buy	2,508,022 +251,961	+11%	+$25.3M	0.28%	79
2025 Q4	$226M	Buy	2,256,061 +1,263,520	+127%	+$127M	0.26%	82
2025 Q3	$99.9M	Sell	992,541 -61,068	-6%	-$6.14M	0.16%	127
2025 Q2	$106M	Buy	1,053,609 +266,331	+34%	+$26.8M	0.23%	93
2025 Q1	$79.3M	Buy	787,278 +187,497	+31%	+$18.8M	0.2%	111
2024 Q4	$60.2M	Buy	599,781 +131,629	+28%	+$13.2M	0.16%	129
2024 Q3	$47.2M	Sell	468,152 -166,514	-26%	-$16.7M	0.15%	148
2024 Q2	$63.9M	Buy	634,666 +204,952	+48%	+$20.6M	0.22%	108
2024 Q1	$43.3M	Buy	429,714 +46,044	+12%	+$4.63M	0.35%	67
2023 Q4	$38.5M	Buy	+383,670	New	+$38.5M	0.5%	46

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 Wealth's SGOV Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 5.4% in Q2 2026, selling an estimated $13.5M and leaving 2,373,290 shares worth $239M. The position accounts for 0.24% of the portfolio, ranked #86.

Focus Partners Wealth first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $252M in Q1 2026. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Focus Partners Wealth held 2,373,290 shares of iShares 0-3 Month Treasury Bond ETF worth $239M as of Q2 2026.
Focus Partners Wealth sold 134,732 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $13.5M.
iShares 0-3 Month Treasury Bond ETF made up 0.24% of Focus Partners Wealth's portfolio in Q2 2026, its #86 holding.
Focus Partners Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Focus Partners Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $252M in Q1 2026.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.