Fort Point Capital Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Fort Point Capital 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 Q1	$3.84M	Sell	38,099 -2,734	-7%	-$275K	0.46%	42
2025 Q4	$4.1M	Buy	40,833 +7,957	+24%	+$800K	0.46%	39
2025 Q3	$3.31M	Buy	32,876 +2,203	+7%	+$222K	0.39%	52
2025 Q2	$3.09M	Sell	30,673 -1,113	-4%	-$112K	0.22%	69
2025 Q1	$3.2M	Sell	31,786 -5,554	-15%	-$558K	0.35%	53
2024 Q4	$3.75M	Buy	37,340 +24,673	+195%	+$2.48M	0.41%	49
2024 Q3	$1.28M	Buy	12,667 +4,523	+56%	+$455K	0.16%	92
2024 Q2	$820K	Buy	8,144 +5,263	+183%	+$529K	0.1%	139
2024 Q1	$290K	Sell	2,881 -2,605	-47%	-$262K	0.04%	267
2023 Q4	$550K	Buy	+5,486	New	+$551K	0.08%	167

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fort Point Capital Partners's SGOV Position: Q1 2026 in Review

Fort Point Capital Partners reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 6.7% in Q1 2026, selling an estimated $275K and leaving 38,099 shares worth $3.84M. The position accounts for 0.46% of the portfolio, ranked #42.

Fort Point Capital Partners first reported a position in SGOV in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.1M in Q4 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Fort Point Capital Partners held 38,099 shares of iShares 0-3 Month Treasury Bond ETF worth $3.84M as of Q1 2026.
Fort Point Capital Partners sold 2,734 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $275K.
iShares 0-3 Month Treasury Bond ETF made up 0.46% of Fort Point Capital Partners's portfolio in Q1 2026, its #42 holding.
Fort Point Capital Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Fort Point Capital Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $4.1M in Q4 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.