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

Gateway Wealth 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	$3.04M	Sell	30,214 -30,886	-51%	-$3.11M	0.18%	135
2026 Q1	$6.15M	Buy	61,100 +33,983	+125%	+$3.42M	0.24%	114
2025 Q4	$2.72M	Buy	27,117 +10,667	+65%	+$1.07M	0.3%	90
2025 Q3	$1.66M	Sell	16,450 -1,420	-8%	-$143K	0.22%	109
2025 Q2	$1.8M	Buy	17,870 +283	+2%	+$28.4K	0.34%	83
2025 Q1	$1.77M	Buy	17,587 +1,339	+8%	+$135K	0.4%	70
2024 Q4	$1.63M	Buy	16,248 +4,435	+38%	+$446K	0.42%	59
2024 Q3	$1.19M	Buy	11,813 +1,315	+13%	+$132K	0.33%	74
2024 Q2	$1.06M	Buy	+10,498	New	+$1.06M	0.32%	78

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

Gateway Wealth Partners's SGOV Position: Q2 2026 in Review

Gateway Wealth Partners reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 51% in Q2 2026, selling an estimated $3.11M and leaving 30,214 shares worth $3.04M. The position accounts for 0.18% of the portfolio, ranked #135.

Gateway Wealth Partners first reported a position in SGOV in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.15M in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Gateway Wealth Partners held 30,214 shares of iShares 0-3 Month Treasury Bond ETF worth $3.04M as of Q2 2026.
Gateway Wealth Partners sold 30,886 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $3.11M.
iShares 0-3 Month Treasury Bond ETF made up 0.18% of Gateway Wealth Partners's portfolio in Q2 2026, its #135 holding.
Gateway Wealth Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Gateway Wealth Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $6.15M in Q1 2026.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.