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

Geneva 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	$1.43M	Buy	14,239 +1,254	+10%	+$126K	0.38%	44
2026 Q1	$1.31M	Buy	12,985 +904	+7%	+$90.9K	0.63%	36
2025 Q4	$1.21M	Sell	12,081 -1,160	-9%	-$117K	0.43%	42
2025 Q3	$1.33M	Buy	13,241 +517	+4%	+$52K	0.49%	44
2025 Q2	$1.28M	Buy	12,724 +2,328	+22%	+$234K	0.51%	41
2025 Q1	$1.05M	Buy	+10,396	New	+$1.04M	0.54%	38

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

Geneva Partners's SGOV Position: Q2 2026 in Review

Geneva Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 9.7% in Q2 2026, buying an estimated $126K and bringing the position to 14,239 shares worth $1.43M. The position accounts for 0.38% of the portfolio, ranked #44.

Geneva Partners first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Geneva Partners held 14,239 shares of iShares 0-3 Month Treasury Bond ETF worth $1.43M as of Q2 2026.
Geneva Partners bought 1,254 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $126K.
iShares 0-3 Month Treasury Bond ETF made up 0.38% of Geneva Partners's portfolio in Q2 2026, its #44 holding.
Geneva Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Geneva Partners's 13F filing for Q2 2026, filed 10 Aug 2026.