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

Polaris Financial 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 		$334K Buy
+3,320
New +$334K 0.15% 62

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
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Polaris Financial Partners's SGOV Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026: 3,320 shares worth $334K. The stake represents 0.15% of the portfolio and ranks #62 among its holdings.

6 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Polaris Financial Partners held 3,320 shares of iShares 0-3 Month Treasury Bond ETF worth $334K as of Q3 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Polaris Financial Partners position in Q3 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.15% of Polaris Financial Partners's portfolio in Q3 2026, its #62 holding.
  • 6 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.