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

Paladin 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 		$5.64K Hold
56
– – ﹤0.01% 142
2026
Q2 		$5.64K Hold
56
– – ﹤0.01% 155
2026
Q1 		$5.64K Hold
56
– – ﹤0.01% 149
2025
Q4 		$5.62K Buy
+56
New +$5.63K ﹤0.01% 148

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

Paladin Partners's SGOV Position: Q3 2026 in Review

Paladin Partners held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q3 2026 at 56 shares worth $5.64K. The position accounts for ﹤0.01% of the portfolio, ranked #142.

Paladin Partners first reported a position in SGOV in Q4 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Paladin Partners held 56 shares of iShares 0-3 Month Treasury Bond ETF worth $5.64K as of Q3 2026.
  • Paladin Partners left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q3 2026.
  • iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Paladin Partners's portfolio in Q3 2026, its #142 holding.
  • Paladin Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Paladin Partners's 13F filing for Q3 2026, filed 6 Oct 2026.