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 Q2	$2.96M	Sell	29,393 -8,706	-23%	-$875K	0.21%	58
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 $1.55T 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

Fort Point Capital Partners's SGOV Position: Q2 2026 in Review

Fort Point Capital Partners reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 23% in Q2 2026, selling an estimated $875K and leaving 29,393 shares worth $2.96M. The position accounts for 0.21% of the portfolio, ranked #58.

Fort Point Capital Partners first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.1M in Q4 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Fort Point Capital Partners held 29,393 shares of iShares 0-3 Month Treasury Bond ETF worth $2.96M as of Q2 2026.
Fort Point Capital Partners sold 8,706 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $875K.
iShares 0-3 Month Treasury Bond ETF made up 0.21% of Fort Point Capital Partners's portfolio in Q2 2026, its #58 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 11 quarters since.
Fort Point Capital Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $4.1M in Q4 2025.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.