Focus Partners Wealth
SGOV icon

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
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

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