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

Nilsine 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	$2.46M	Sell	24,477 -2,675	-10%	-$269K	0.17%	133
2026 Q1	$2.73M	Sell	27,152 -4,557	-14%	-$458K	0.21%	110
2025 Q4	$3.18M	Buy	31,709 +7,502	+31%	+$754K	0.28%	81
2025 Q3	$2.44M	Buy	24,207 +20,141	+495%	+$2.03M	0.22%	110
2025 Q2	$409K	Buy	+4,066	New	+$409K	0.04%	281

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 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

Nilsine Partners's SGOV Position: Q2 2026 in Review

Nilsine Partners reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 9.9% in Q2 2026, selling an estimated $269K and leaving 24,477 shares worth $2.46M. The position accounts for 0.17% of the portfolio, ranked #133.

Nilsine Partners first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.18M in Q4 2025. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Nilsine Partners held 24,477 shares of iShares 0-3 Month Treasury Bond ETF worth $2.46M as of Q2 2026.
Nilsine Partners sold 2,675 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $269K.
iShares 0-3 Month Treasury Bond ETF made up 0.17% of Nilsine Partners's portfolio in Q2 2026, its #133 holding.
Nilsine Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Nilsine Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $3.18M in Q4 2025.
429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Nilsine Partners's 13F filing for Q2 2026, filed 24 Jul 2026.