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 Q3	$963K	Buy	9,589 +1,070	+13%	+$108K	0.29%	59
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%	+$100K	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

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Pacifica Partners's SGOV Position: Q3 2026 in Review

Pacifica Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 13% in Q3 2026, buying an estimated $108K and bringing the position to 9,589 shares worth $963K. The position accounts for 0.29% of the portfolio, ranked #59.

Pacifica Partners first reported a position in SGOV in Q3 2024 and has held it in 9 quarters since. 469 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Pacifica Partners held 9,589 shares of iShares 0-3 Month Treasury Bond ETF worth $963K as of Q3 2026.
Pacifica Partners bought 1,070 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $108K.
iShares 0-3 Month Treasury Bond ETF made up 0.29% of Pacifica Partners's portfolio in Q3 2026, its #59 holding.
Pacifica Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 9 quarters since.
469 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.