&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 Q2	$14.3M	Buy	139,075 +2,646	+2%	+$266K	0.06%	299
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 $1.55T 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's SGOV Position: Q2 2026 in Review

&Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.9% in Q2 2026, buying an estimated $266K and bringing the position to 139,075 shares worth $14.3M. The position accounts for 0.06% of the portfolio, ranked #299.

&Partners first reported a position in SGOV in Q3 2022 and has held it in 11 quarters since. The position peaked at $15.2M in Q1 2026. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

&Partners held 139,075 shares of iShares 0-3 Month Treasury Bond ETF worth $14.3M as of Q2 2026.
&Partners bought 2,646 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $266K.
iShares 0-3 Month Treasury Bond ETF made up 0.06% of &Partners's portfolio in Q2 2026, its #299 holding.
&Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 11 quarters since.
&Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $15.2M in Q1 2026.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.