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

Partners Wealth Management’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
2025 Q4	–	Sell	-14,615	Closed	-$1.47M	–	117
2025 Q3	$1.47M	Buy	14,615 +1,568	+12%	+$158K	1.45%	15
2025 Q2	$1.31M	Hold	13,047	–	–	1.49%	19
2025 Q1	$1.31M	Sell	13,047 -3,819	-23%	-$384K	1.49%	19
2024 Q4	$1.69M	Buy	+16,866	New	+$1.69M	1.92%	11

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Partners Wealth Management's SGOV Position: Q4 2025 in Review

Partners Wealth Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2025, closing a stake of 14,615 shares — an estimated $1.47M sold.

Partners Wealth Management first reported a position in SGOV in Q4 2024 and held it in 4 quarters. The position peaked at $1.69M in Q4 2024. 1,098 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

Partners Wealth Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Partners Wealth Management sold 14,615 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $1.47M.
Partners Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and held it in 4 quarters.
Partners Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $1.69M in Q4 2024.
1,098 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on Partners Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.