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

Pacifica 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	$856K	Buy	8,519 +319	+4%	+$32.1K	0.26%	61
2026 Q1	$825K	Buy	8,200 +539	+7%	+$54.2K	0.27%	64
2025 Q4	$769K	Buy	7,661 +4,068	+113%	+$409K	0.34%	48
2025 Q3	$361K	Buy	3,593 +1,200	+50%	+$121K	0.13%	90
2025 Q2	$241K	Hold	2,393	–	–	0.1%	97
2025 Q1	$240K	Buy	2,393 +993	+71%	+$99.8K	0.11%	90
2024 Q4	$140K	Sell	1,400 -3,290	-70%	-$330K	0.06%	122
2024 Q3	$472K	Buy	+4,690	New	+$471K	0.2%	70

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

Pacifica Partners's SGOV Position: Q2 2026 in Review

Pacifica Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3.9% in Q2 2026, buying an estimated $32.1K and bringing the position to 8,519 shares worth $856K. The position accounts for 0.26% of the portfolio, ranked #61.

Pacifica Partners first reported a position in SGOV in Q3 2024 and has held it in 8 quarters since. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Pacifica Partners held 8,519 shares of iShares 0-3 Month Treasury Bond ETF worth $856K as of Q2 2026.
Pacifica Partners bought 319 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $32.1K.
iShares 0-3 Month Treasury Bond ETF made up 0.26% of Pacifica Partners's portfolio in Q2 2026, its #61 holding.
Pacifica Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

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