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

Highline Wealth 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 		$307K Buy
3,049
+78
+3% +$7.84K 0.06% 89
2026
Q1 		$299K Buy
2,971
+944
+47% +$94.9K 0.08% 70
2025
Q4 		$203K Buy
2,027
+18
+0.9% +$1.81K 0.06% 64
2025
Q3 		$202K Sell
2,009
-1,464
-42% -$147K 0.05% 101
2025
Q2 		$350K Sell
3,473
-239
-6% -$24K 0.1% 80
2025
Q1 		$374K Sell
3,712
-1,664
-31% -$167K 0.13% 77
2024
Q4 		$539K Sell
5,376
-2,215
-29% -$223K 0.18% 68
2024
Q3 		$765K Sell
7,591
-7,882
-51% -$792K 0.26% 64
2024
Q2 		$1.56M Sell
15,473
-4,429
-22% -$445K 0.59% 38
2024
Q1 		$2M Sell
19,902
-12,658
-39% -$1.27M 0.82% 29
2023
Q4 		$3.26M Buy
32,560
+32,261
+10,790% +$3.24M 1.58% 18
2023
Q3 		$30.1K Buy
+299
New +$30K 0.02% 128

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VWM
Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
OFW
Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Highline Wealth Partners's SGOV Position: Q2 2026 in Review

Highline Wealth Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.6% in Q2 2026, buying an estimated $7.84K and bringing the position to 3,049 shares worth $307K. The position accounts for 0.06% of the portfolio, ranked #89.

Highline Wealth Partners first reported a position in SGOV in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.26M in Q4 2023. 243 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Highline Wealth Partners held 3,049 shares of iShares 0-3 Month Treasury Bond ETF worth $307K as of Q2 2026.
  • Highline Wealth Partners bought 78 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $7.84K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.06% of Highline Wealth Partners's portfolio in Q2 2026, its #89 holding.
  • Highline Wealth Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Highline Wealth Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $3.26M in Q4 2023.
  • 243 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

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