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

ORG 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
2025 Q4	$586K	Sell	5,840 -3,086	-35%	-$310K	0.1%	180
2025 Q3	$922K	Buy	8,926 +17	+0.2%	+$1.71K	0.17%	130
2025 Q2	$894K	Sell	8,909 -90	-1%	-$9.05K	0.19%	112
2025 Q1	$903K	Sell	8,999 -55,236	-86%	-$5.55M	0.22%	85
2024 Q4	$6.45M	Buy	64,235 +12,630	+24%	+$1.27M	0.88%	30
2024 Q3	$5.2M	Sell	51,605 -31,851	-38%	-$3.2M	0.83%	26
2024 Q2	$8.38M	Buy	+83,456	New	+$8.39M	1.04%	15
2024 Q1	–	Sell	-81,129	Closed	-$8.13M	–	994
2023 Q4	$8.13M	Buy	81,129 +40,985	+102%	+$4.12M	1.36%	16
2023 Q3	$4.04M	Buy	40,144 +38,905	+3,140%	+$3.91M	1.19%	13
2023 Q2	$125K	Buy	+1,239	New	+$124K	0.02%	468

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ORG Partners's SGOV Position: Q4 2025 in Review

ORG Partners reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 35% in Q4 2025, selling an estimated $310K and leaving 5,840 shares worth $586K. The position accounts for 0.1% of the portfolio, ranked #180.

ORG Partners first reported a position in SGOV in Q2 2023 and has held it in 10 quarters since. The position peaked at $8.38M in Q2 2024. 1,098 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

ORG Partners held 5,840 shares of iShares 0-3 Month Treasury Bond ETF worth $586K as of Q4 2025.
ORG Partners sold 3,086 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $310K.
iShares 0-3 Month Treasury Bond ETF made up 0.1% of ORG Partners's portfolio in Q4 2025, its #180 holding.
ORG Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 10 quarters since.
ORG Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $8.38M in Q2 2024.
1,098 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.