GSEP
SGOV icon

Golden State Equity Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Golden State Equity 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 		$1.67M Sell
16,562
-70,346
-81% -$7.07M 4.49% 4
2026
Q1 		$8.75M Buy
86,908
+53,852
+163% +$5.41M 0.66% 22
2025
Q4 		$3.32M Buy
33,056
+3,103
+10% +$312K 0.54% 29
2025
Q3 		$3.02M Buy
29,953
+368
+1% +$37K 0.51% 37
2025
Q2 		$2.98M Sell
29,585
-6,377
-18% -$641K 0.55% 33
2025
Q1 		$3.62M Buy
35,962
+8,090
+29% +$813K 0.72% 24
2024
Q4 		$2.8M Buy
+27,872
New +$2.8M 0.53% 38
2024
Q3 		– Sell
-5,212
Closed -$525K – 887
2024
Q2 		$525K Buy
+5,212
New +$524K 0.11% 203
2023
Q4 		$281K Buy
+2,805
New +$282K 0.07% 293

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Golden State Equity Partners's SGOV Position: Q2 2026 in Review

Golden State Equity Partners reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 81% in Q2 2026, selling an estimated $7.07M and leaving 16,562 shares worth $1.67M. The position accounts for 4.49% of the portfolio, ranked #4.

Golden State Equity Partners first reported a position in SGOV in Q4 2023 and has held it in 9 quarters since. The position peaked at $8.75M in Q1 2026. 724 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Golden State Equity Partners held 16,562 shares of iShares 0-3 Month Treasury Bond ETF worth $1.67M as of Q2 2026.
  • Golden State Equity Partners sold 70,346 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $7.07M.
  • iShares 0-3 Month Treasury Bond ETF made up 4.49% of Golden State Equity Partners's portfolio in Q2 2026, its #4 holding.
  • Golden State Equity Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 9 quarters since.
  • Golden State Equity Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $8.75M in Q1 2026.
  • 724 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.