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

Madison 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
Q1 		$380K Buy
3,774
+377
+11% +$37.9K 0.06% 140
2025
Q4 		$341K Buy
3,397
+301
+10% +$30.3K 0.06% 137
2025
Q3 		$312K Buy
3,096
+103
+3% +$10.4K 0.06% 124
2025
Q2 		$301K Buy
2,993
+810
+37% +$81.4K 0.07% 121
2025
Q1 		$220K Buy
+2,183
New +$219K 0.05% 146

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Madison Wealth Partners's SGOV Position: Q1 2026 in Review

Madison Wealth Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 11% in Q1 2026, buying an estimated $37.9K and bringing the position to 3,774 shares worth $380K. The position accounts for 0.06% of the portfolio, ranked #140.

Madison Wealth Partners first reported a position in SGOV in Q1 2025 and has held it in 5 quarters since. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Madison Wealth Partners held 3,774 shares of iShares 0-3 Month Treasury Bond ETF worth $380K as of Q1 2026.
  • Madison Wealth Partners bought 377 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $37.9K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.06% of Madison Wealth Partners's portfolio in Q1 2026, its #140 holding.
  • Madison Wealth Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.