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

Quartz 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	$2.17M	Sell	21,599 -581	-3%	-$58.4K	0.66%	40
2026 Q2	$2.23M	Buy	22,180 +5,693	+35%	+$572K	0.73%	39
2026 Q1	$1.66M	Buy	16,487 +9,130	+124%	+$918K	0.64%	45
2025 Q4	$738K	Buy	7,357 +4,707	+178%	+$473K	0.27%	74
2025 Q3	$267K	Buy	+2,650	New	+$266K	0.1%	154

Other funds holding SGOV

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Quartz Partners's SGOV Position: Q3 2026 in Review

Quartz Partners reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.6% in Q3 2026, selling an estimated $58.4K and leaving 21,599 shares worth $2.17M. The position accounts for 0.66% of the portfolio, ranked #40.

Quartz Partners first reported a position in SGOV in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.23M in Q2 2026. 728 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Quartz Partners held 21,599 shares of iShares 0-3 Month Treasury Bond ETF worth $2.17M as of Q3 2026.
Quartz Partners sold 581 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $58.4K.
iShares 0-3 Month Treasury Bond ETF made up 0.66% of Quartz Partners's portfolio in Q3 2026, its #40 holding.
Quartz Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 5 quarters since.
Quartz Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $2.23M in Q2 2026.
728 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Quartz Partners's 13F filing for Q3 2026, filed 3 Nov 2026.