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

Guardian Financial 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	$1.29M	Sell	12,798 -300	-2%	-$30.2K	0.5%	33
2026 Q1	$1.32M	Buy	13,098 +4,166	+47%	+$419K	0.56%	34
2025 Q4	$897K	Buy	+8,932	New	+$898K	0.38%	41

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

Guardian Financial Partners's SGOV Position: Q2 2026 in Review

Guardian Financial Partners reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.3% in Q2 2026, selling an estimated $30.2K and leaving 12,798 shares worth $1.29M. The position accounts for 0.5% of the portfolio, ranked #33.

Guardian Financial Partners first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.32M in Q1 2026. 1,298 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Guardian Financial Partners held 12,798 shares of iShares 0-3 Month Treasury Bond ETF worth $1.29M as of Q2 2026.
Guardian Financial Partners sold 300 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $30.2K.
iShares 0-3 Month Treasury Bond ETF made up 0.5% of Guardian Financial Partners's portfolio in Q2 2026, its #33 holding.
Guardian Financial Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
Guardian Financial Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $1.32M in Q1 2026.
1,298 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.