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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
Q2 		$597K Buy
5,929
+2,155
+57% +$217K 0.08% 136
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 $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Madison Wealth Partners's SGOV Position: Q2 2026 in Review

Madison Wealth Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 57% in Q2 2026, buying an estimated $217K and bringing the position to 5,929 shares worth $597K. The position accounts for 0.08% of the portfolio, ranked #136.

Madison Wealth Partners first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. 1,312 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Madison Wealth Partners held 5,929 shares of iShares 0-3 Month Treasury Bond ETF worth $597K as of Q2 2026.
  • Madison Wealth Partners bought 2,155 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $217K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.08% of Madison Wealth Partners's portfolio in Q2 2026, its #136 holding.
  • Madison Wealth Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,312 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.