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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Geneva Partners's SGOV Position: Q1 2026 in Review

Geneva Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 7.5% in Q1 2026, buying an estimated $90.9K and bringing the position to 12,985 shares worth $1.31M. The position accounts for 0.63% of the portfolio, ranked #36.

Geneva Partners first reported a position in SGOV in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.33M in Q3 2025. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Geneva Partners held 12,985 shares of iShares 0-3 Month Treasury Bond ETF worth $1.31M as of Q1 2026.
  • Geneva Partners bought 904 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $90.9K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.63% of Geneva Partners's portfolio in Q1 2026, its #36 holding.
  • Geneva Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Geneva Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $1.33M in Q3 2025.
  • 1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Geneva Partners's 13F filing for Q1 2026, filed 29 Apr 2026.