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

ORG 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	$5.9M	Buy	58,615 +19,483	+50%	+$1.96M	0.88%	17
2026 Q1	$3.94M	Buy	39,132 +3,543	+10%	+$356K	0.78%	20
2025 Q4	$3.58M	Sell	35,589 -5,961	-14%	-$599K	0.84%	19
2025 Q3	$4.19M	Sell	41,550 -3,845	-8%	-$387K	0.89%	17
2025 Q2	$4.56M	Buy	45,395 +1,076	+2%	+$108K	1.09%	12
2025 Q1	$4.45M	Buy	44,319 +43,437	+4,925%	+$4.37M	1.37%	13
2024 Q4	$88.5K	Sell	882 -34,340	-97%	-$3.45M	0.03%	185
2024 Q3	$3.55M	Buy	+35,222	New	+$3.54M	1.18%	10

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

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

ORG Wealth Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 50% in Q2 2026, buying an estimated $1.96M and bringing the position to 58,615 shares worth $5.9M. The position accounts for 0.88% of the portfolio, ranked #17.

ORG Wealth Partners first reported a position in SGOV in Q3 2024 and has held it in 8 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

ORG Wealth Partners held 58,615 shares of iShares 0-3 Month Treasury Bond ETF worth $5.9M as of Q2 2026.
ORG Wealth Partners bought 19,483 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.96M.
iShares 0-3 Month Treasury Bond ETF made up 0.88% of ORG Wealth Partners's portfolio in Q2 2026, its #17 holding.
ORG Wealth Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.