Impact Partnership Wealth’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Impact Partnership Wealth’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	$8.42M	Sell	83,663 -43,288	-34%	-$4.35M	0.82%	21
2026 Q1	$12.8M	Sell	126,951 -52,678	-29%	-$5.3M	1.58%	15
2025 Q4	$18M	Buy	179,629 +44,405	+33%	+$4.46M	2.31%	12
2025 Q3	$13.6M	Sell	135,224 -71,743	-35%	-$7.21M	2.02%	11
2025 Q2	$20.8M	Sell	206,967 -10,427	-5%	-$1.05M	3.84%	8
2025 Q1	$21.9M	Buy	217,394 +74,785	+52%	+$7.52M	4.67%	5
2024 Q4	$14.3M	Sell	142,609 -7,766	-5%	-$780K	2.89%	7
2024 Q3	$15.1M	Buy	150,375 +3,476	+2%	+$349K	3.42%	8
2024 Q2	$14.8M	Buy	146,899 +131,904	+880%	+$13.3M	3.89%	4
2024 Q1	$1.51M	Sell	14,995 -16,634	-53%	-$1.67M	0.6%	20
2023 Q4	$3.17M	Sell	31,629 -47,448	-60%	-$4.76M	1.16%	16
2023 Q3	$7.96M	Sell	79,077 -5,733	-7%	-$576K	2.48%	7
2023 Q2	$8.53M	Buy	+84,810	New	+$8.52M	2.97%	5

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

Impact Partnership Wealth's SGOV Position: Q2 2026 in Review

Impact Partnership Wealth reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 34% in Q2 2026, selling an estimated $4.35M and leaving 83,663 shares worth $8.42M. The position accounts for 0.82% of the portfolio, ranked #21.

Impact Partnership Wealth first reported a position in SGOV in Q2 2023 and has held it in 13 quarters since. The position peaked at $21.9M in Q1 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Impact Partnership Wealth held 83,663 shares of iShares 0-3 Month Treasury Bond ETF worth $8.42M as of Q2 2026.
Impact Partnership Wealth sold 43,288 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $4.35M.
iShares 0-3 Month Treasury Bond ETF made up 0.82% of Impact Partnership Wealth's portfolio in Q2 2026, its #21 holding.
Impact Partnership Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
Impact Partnership Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $21.9M in Q1 2025.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.