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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
Q2 		$84.2K Hold
836
– – 0.02% 155
2026
Q1 		$83.9K Hold
836
– – 0.03% 137
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

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
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 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

Kings Path Partners's SGOV Position: Q2 2026 in Review

Kings Path Partners held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 836 shares worth $84.2K. The position accounts for 0.02% of the portfolio, ranked #155.

Kings Path Partners first reported a position in SGOV in Q2 2024 and has held it in 9 quarters since. The position peaked at $252K in Q3 2024. 295 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Kings Path Partners held 836 shares of iShares 0-3 Month Treasury Bond ETF worth $84.2K as of Q2 2026.
  • Kings Path Partners left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.02% of Kings Path Partners's portfolio in Q2 2026, its #155 holding.
  • Kings Path Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Kings Path Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $252K in Q3 2024.
  • 295 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Kings Path Partners's 13F filing for Q2 2026, filed 14 Jul 2026.