Midwest Financial Partners Investments’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Midwest Financial Partners Investments’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	$2.8M	Sell	27,825 -5,701	-17%	-$573K	1.16%	20
2026 Q1	$3.37M	Buy	33,526 +15,111	+82%	+$1.52M	1.79%	15
2025 Q4	$1.85M	Buy	+18,415	New	+$1.85M	1.03%	20

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Midwest Financial Partners Investments's SGOV Position: Q2 2026 in Review

Midwest Financial Partners Investments reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 17% in Q2 2026, selling an estimated $573K and leaving 27,825 shares worth $2.8M. The position accounts for 1.16% of the portfolio, ranked #20.

Midwest Financial Partners Investments first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.37M in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Midwest Financial Partners Investments held 27,825 shares of iShares 0-3 Month Treasury Bond ETF worth $2.8M as of Q2 2026.
Midwest Financial Partners Investments sold 5,701 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $573K.
iShares 0-3 Month Treasury Bond ETF made up 1.16% of Midwest Financial Partners Investments's portfolio in Q2 2026, its #20 holding.
Midwest Financial Partners Investments first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
Midwest Financial Partners Investments's iShares 0-3 Month Treasury Bond ETF position peaked at $3.37M in Q1 2026.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q2 2026, filed 15 Jul 2026.