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

Global Retirement 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
2025 Q4	$3.59M	Buy	35,733 +306	+0.9%	+$30.8K	0.06%	281
2025 Q3	$3.57M	Buy	35,427 +2,020	+6%	+$203K	0.08%	224
2025 Q2	$3.36M	Buy	+33,407	New	+$3.36M	0.08%	216
2024 Q4	$1.37M	Buy	13,622 +184	+1%	+$18.5K	0.04%	382
2024 Q3	$1.35M	Sell	13,438 -35,406	-72%	-$3.56M	0.04%	363
2024 Q2	$4.92M	Sell	48,844 -107,550	-69%	-$10.8M	0.15%	139
2024 Q1	$15.8M	Sell	156,394 -1,560	-1%	-$157K	0.59%	32
2023 Q4	$15.9M	Buy	157,954 +150,539	+2,030%	+$15.1M	0.66%	30
2023 Q3	$744K	Buy	7,415 +1,125	+18%	+$113K	0.04%	357
2023 Q2	$633K	Buy	6,290 +1,200	+24%	+$120K	0.03%	401
2023 Q1	$510K	Buy	5,090 +3,315	+187%	+$333K	0.03%	428
2022 Q4	$178K	Buy	1,775 +1,495	+534%	+$150K	0.01%	625
2022 Q3	$28K	Sell	280 -196	-41%	-$19.6K	﹤0.01%	1247
2022 Q2	$48K	Buy	476 +5	+1%	+$500	﹤0.01%	1008
2022 Q1	$47K	Buy	+471	New	+$47.1K	﹤0.01%	1009

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Global Retirement Partners's SGOV Position: Q4 2025 in Review

Global Retirement Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.86% in Q4 2025, buying an estimated $30.8K and bringing the position to 35,733 shares worth $3.59M. The position accounts for 0.06% of the portfolio, ranked #281.

Global Retirement Partners first reported a position in SGOV in Q1 2022 and has held it in 15 quarters since. The position peaked at $15.9M in Q4 2023. 1,098 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

Global Retirement Partners held 35,733 shares of iShares 0-3 Month Treasury Bond ETF worth $3.59M as of Q4 2025.
Global Retirement Partners bought 306 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $30.8K.
iShares 0-3 Month Treasury Bond ETF made up 0.06% of Global Retirement Partners's portfolio in Q4 2025, its #281 holding.
Global Retirement Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and has held it in 15 quarters since.
Global Retirement Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $15.9M in Q4 2023.
1,098 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.