Raelipskie Partnership’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Raelipskie Partnership’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	-1,350	Closed	-$136K	–	129
2026 Q1	$136K	Hold	1,350	–	–	0.06%	65
2025 Q4	$136K	Sell	1,350 -650	-33%	-$65.3K	0.06%	65
2025 Q3	$201K	Hold	2,000	–	–	0.09%	63
2025 Q2	$201K	Hold	2,000	–	–	0.09%	64
2025 Q1	$201K	Buy	+2,000	New	+$201K	0.1%	62

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

Raelipskie Partnership's SGOV Position: Q2 2026 in Review

Raelipskie Partnership sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 1,350 shares — an estimated $136K sold.

Raelipskie Partnership first reported a position in SGOV in Q1 2025 and held it in 5 quarters. The position peaked at $201K in Q3 2025. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Raelipskie Partnership reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Raelipskie Partnership sold 1,350 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $136K.
Raelipskie Partnership first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and held it in 5 quarters.
Raelipskie Partnership's iShares 0-3 Month Treasury Bond ETF position peaked at $201K in Q3 2025.
1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Raelipskie Partnership's 13F filing for Q2 2026, filed 4 Aug 2026.