Partners Capital Investment Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Partners Capital Investment Group’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	$63.6M	Buy	632,080 +41,105	+7%	+$4.13M	2.24%	13
2026 Q1	$59.5M	Buy	590,975 +303,884	+106%	+$30.5M	2.24%	14
2025 Q4	$28.8M	Sell	287,091 -23,946	-8%	-$2.41M	1.07%	21
2025 Q3	$31.3M	Buy	311,037 +48,586	+19%	+$4.89M	1.24%	19
2025 Q2	$26.4M	Sell	262,451 -1,273,667	-83%	-$128M	1.06%	21
2025 Q1	$155M	Sell	1,536,118 -215,245	-12%	-$21.6M	2.61%	10
2024 Q4	$176M	Sell	1,751,363 -76,084	-4%	-$7.64M	4.84%	6
2024 Q3	$184M	Buy	1,827,447 +151,959	+9%	+$15.3M	2.94%	9
2024 Q2	$169M	Buy	1,675,488 +768,115	+85%	+$77.2M	2.85%	9
2024 Q1	$91.4M	Buy	907,373 +425,754	+88%	+$42.8M	2.47%	10
2023 Q4	$48.3M	Sell	481,619 -110,288	-19%	-$11.1M	1.06%	24
2023 Q3	$59.6M	Buy	591,907 +57,546	+11%	+$5.78M	1.43%	13
2023 Q2	$53.8M	Buy	+534,361	New	+$53.7M	1.15%	19

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

Partners Capital Investment Group's SGOV Position: Q2 2026 in Review

Partners Capital Investment Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 7% in Q2 2026, buying an estimated $4.13M and bringing the position to 632,080 shares worth $63.6M. The position accounts for 2.24% of the portfolio, ranked #13.

Partners Capital Investment Group first reported a position in SGOV in Q2 2023 and has held it in 13 quarters since. The position peaked at $184M in Q3 2024. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Partners Capital Investment Group held 632,080 shares of iShares 0-3 Month Treasury Bond ETF worth $63.6M as of Q2 2026.
Partners Capital Investment Group bought 41,105 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $4.13M.
iShares 0-3 Month Treasury Bond ETF made up 2.24% of Partners Capital Investment Group's portfolio in Q2 2026, its #13 holding.
Partners Capital Investment Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
Partners Capital Investment Group's iShares 0-3 Month Treasury Bond ETF position peaked at $184M in Q3 2024.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.