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

Premier Path Wealth 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 		$1.57M Hold
15,557
– – 0.2% 110
2025
Q4 		$1.56M Hold
15,557
– – 0.2% 105
2025
Q3 		$1.57M Sell
15,557
-8,470
-35% -$852K 0.2% 107
2025
Q2 		$2.42M Buy
+24,027
New +$2.42M 0.34% 67

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Premier Path Wealth Partners's SGOV Position: Q1 2026 in Review

Premier Path Wealth Partners held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q1 2026 at 15,557 shares worth $1.57M. The position accounts for 0.2% of the portfolio, ranked #110.

Premier Path Wealth Partners first reported a position in SGOV in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.42M in Q2 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Premier Path Wealth Partners held 15,557 shares of iShares 0-3 Month Treasury Bond ETF worth $1.57M as of Q1 2026.
  • Premier Path Wealth Partners left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.2% of Premier Path Wealth Partners's portfolio in Q1 2026, its #110 holding.
  • Premier Path Wealth Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Premier Path Wealth Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $2.42M in Q2 2025.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.