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 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

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

Quartz Partners's SGOV Position: Q2 2026 in Review

Quartz Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 35% in Q2 2026, buying an estimated $572K and bringing the position to 22,180 shares worth $2.23M. The position accounts for 0.73% of the portfolio, ranked #39.

Quartz Partners first reported a position in SGOV in Q3 2025 and has held it in 4 quarters since. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Quartz Partners held 22,180 shares of iShares 0-3 Month Treasury Bond ETF worth $2.23M as of Q2 2026.
Quartz Partners bought 5,693 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $572K.
iShares 0-3 Month Treasury Bond ETF made up 0.73% of Quartz Partners's portfolio in Q2 2026, its #39 holding.
Quartz Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Quartz Partners's 13F filing for Q2 2026, filed 10 Aug 2026.