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 Q2	–	Sell	-15,557	Closed	-$1.57M	–	412
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 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

Premier Path Wealth Partners's SGOV Position: Q2 2026 in Review

Premier Path Wealth Partners sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 15,557 shares — an estimated $1.57M sold.

Premier Path Wealth Partners first reported a position in SGOV in Q2 2025 and held it in 4 quarters. The position peaked at $2.42M in Q2 2025. 1,303 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Premier Path Wealth Partners reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Premier Path Wealth Partners sold 15,557 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.57M.
Premier Path Wealth Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and held it in 4 quarters.
Premier Path Wealth Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $2.42M in Q2 2025.
1,303 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.