Kings Path Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Kings Path 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 Q3	$84.2K	Hold	836	–	–	0.02%	162
2026 Q2	$84.2K	Hold	836	–	–	0.02%	155
2026 Q1	$84.2K	Hold	836	–	–	0.03%	141
2025 Q4	$83.9K	Hold	836	–	–	0.03%	137
2025 Q3	$84.2K	Hold	836	–	–	0.03%	132
2025 Q2	$84.2K	Sell	836 -7	-0.8%	-$704	0.03%	130
2025 Q1	$84.9K	Hold	843	–	–	0.04%	121
2024 Q4	$84.6K	Sell	843 -1,658	-66%	-$167K	0.04%	147
2024 Q3	$252K	Hold	2,501	–	–	0.11%	116
2024 Q2	$252K	Buy	+2,501	New	+$251K	0.12%	111

Other funds holding SGOV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kings Path Partners's SGOV Position: Q3 2026 in Review

Kings Path Partners held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q3 2026 at 836 shares worth $84.2K. The position accounts for 0.02% of the portfolio, ranked #162.

Kings Path Partners first reported a position in SGOV in Q2 2024 and has held it in 10 quarters since. The position peaked at $252K in Q3 2024. 993 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Kings Path Partners held 836 shares of iShares 0-3 Month Treasury Bond ETF worth $84.2K as of Q3 2026.
Kings Path Partners left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q3 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.02% of Kings Path Partners's portfolio in Q3 2026, its #162 holding.
Kings Path Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 10 quarters since.
Kings Path Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $252K in Q3 2024.
993 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Kings Path Partners's 13F filing for Q3 2026, filed 21 Oct 2026.