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General Partner Inc’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

General Partner Inc’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 		$156K Buy
1,550
+150
+11% +$15.1K 0.08% 97
2026
Q1 		$141K Hold
1,400
– – 0.09% 97
2025
Q4 		$141K Hold
1,400
– – 0.08% 96
2025
Q3 		$141K Hold
1,400
– – 0.08% 98
2025
Q2 		$141K Hold
1,400
– – 0.08% 101
2025
Q1 		$141K Hold
1,400
– – 0.09% 94
2024
Q4 		$140K Hold
1,400
– – 0.08% 93
2024
Q3 		$141K Hold
1,400
– – 0.09% 90
2024
Q2 		$141K Hold
1,400
– – 0.09% 88
2024
Q1 		$141K Buy
+1,400
New +$141K 0.09% 92
2023
Q4 		– Sell
-1,200
Closed -$121K – 126
2023
Q3 		$121K Hold
1,200
– – 0.11% 74
2023
Q2 		$121K Hold
1,200
– – 0.1% 76
2023
Q1 		$120K Buy
+1,200
New +$120K 0.11% 77

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VWM
Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
OFW
Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

General Partner Inc's SGOV Position: Q2 2026 in Review

General Partner Inc increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 11% in Q2 2026, buying an estimated $15.1K and bringing the position to 1,550 shares worth $156K. The position accounts for 0.08% of the portfolio, ranked #97.

General Partner Inc first reported a position in SGOV in Q1 2023 and has held it in 13 quarters since. 237 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • General Partner Inc held 1,550 shares of iShares 0-3 Month Treasury Bond ETF worth $156K as of Q2 2026.
  • General Partner Inc bought 150 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $15.1K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.08% of General Partner Inc's portfolio in Q2 2026, its #97 holding.
  • General Partner Inc first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 237 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on General Partner Inc's 13F filing for Q2 2026, filed 6 Jul 2026.