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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

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

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

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Impact Partnership Wealth's SGOV Position: Q1 2026 in Review

Impact Partnership Wealth reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 29% in Q1 2026, selling an estimated $5.3M and leaving 126,951 shares worth $12.8M. The position accounts for 1.58% of the portfolio, ranked #15.

Impact Partnership Wealth first reported a position in SGOV in Q2 2023 and has held it in 12 quarters since. The position peaked at $21.9M in Q1 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Impact Partnership Wealth held 126,951 shares of iShares 0-3 Month Treasury Bond ETF worth $12.8M as of Q1 2026.
Impact Partnership Wealth sold 52,678 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $5.3M.
iShares 0-3 Month Treasury Bond ETF made up 1.58% of Impact Partnership Wealth's portfolio in Q1 2026, its #15 holding.
Impact Partnership Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
Impact Partnership Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $21.9M in Q1 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.