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

&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 Q1	$15.2M	Buy	136,429 +62,196	+84%	+$6.25M	0.08%	249
2025 Q4	$7.44M	Sell	74,233 -46,081	-38%	-$4.63M	0.04%	381
2025 Q3	$12.4M	Buy	120,314 +8,230	+7%	+$828K	0.08%	232
2025 Q2	$11.3M	Buy	112,084 +63,867	+132%	+$6.42M	0.09%	219
2025 Q1	$4.89M	Buy	48,217 +33,742	+233%	+$3.39M	0.05%	299
2024 Q4	$1.46M	Buy	14,475 +3,936	+37%	+$395K	0.02%	613
2024 Q3	$1.06M	Buy	10,539 +4,214	+67%	+$424K	0.02%	557
2024 Q2	$637K	Buy	+6,325	New	+$636K	0.03%	461
2023 Q1	–	Sell	-29,985	Closed	-$3M	–	192
2022 Q4	$3M	Hold	29,985	–	–	1.49%	14
2022 Q3	$3.01M	Buy	+29,985	New	+$3M	1.74%	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

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

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

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

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

&Partners's SGOV Position: Q1 2026 in Review

&Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 84% in Q1 2026, buying an estimated $6.25M and bringing the position to 136,429 shares worth $15.2M. The position accounts for 0.08% of the portfolio, ranked #249.

&Partners first reported a position in SGOV in Q3 2022 and has held it in 10 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

&Partners held 136,429 shares of iShares 0-3 Month Treasury Bond ETF worth $15.2M as of Q1 2026.
&Partners bought 62,196 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $6.25M.
iShares 0-3 Month Treasury Bond ETF made up 0.08% of &Partners's portfolio in Q1 2026, its #249 holding.
&Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 10 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.