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 Q3	$161K	Buy	1,600 +50	+3%	+$5.03K	0.09%	100
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

LPL Financial San Diego, California $468B AUM 17.69% 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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

General Partner Inc's SGOV Position: Q3 2026 in Review

General Partner Inc increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3.2% in Q3 2026, buying an estimated $5.03K and bringing the position to 1,600 shares worth $161K. The position accounts for 0.09% of the portfolio, ranked #100.

General Partner Inc first reported a position in SGOV in Q1 2023 and has held it in 14 quarters since. 866 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

General Partner Inc held 1,600 shares of iShares 0-3 Month Treasury Bond ETF worth $161K as of Q3 2026.
General Partner Inc bought 50 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $5.03K.
iShares 0-3 Month Treasury Bond ETF made up 0.09% of General Partner Inc's portfolio in Q3 2026, its #100 holding.
General Partner Inc first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
866 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on General Partner Inc's 13F filing for Q3 2026, filed 5 Oct 2026.