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 Q3	$252M	Buy	2,506,092 +132,802	+6%	+$13.4M	0.26%	76
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	$100M	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	0.21%	109
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Focus Partners Wealth's SGOV Position: Q3 2026 in Review

Focus Partners Wealth increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 5.6% in Q3 2026, buying an estimated $13.4M and bringing the position to 2,506,092 shares worth $252M. The position accounts for 0.26% of the portfolio, ranked #76.

Focus Partners Wealth first reported a position in SGOV in Q4 2023 and has held it in 12 quarters since. The position peaked at $252M in Q1 2026. 1,129 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Focus Partners Wealth held 2,506,092 shares of iShares 0-3 Month Treasury Bond ETF worth $252M as of Q3 2026.
Focus Partners Wealth bought 132,802 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $13.4M.
iShares 0-3 Month Treasury Bond ETF made up 0.26% of Focus Partners Wealth's portfolio in Q3 2026, its #76 holding.
Focus Partners Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 12 quarters since.
Focus Partners Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $252M in Q1 2026.
1,129 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Focus Partners Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.