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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
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
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 $8.4B AUM 51.89% 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

Raelipskie Partnership's SGOV Position: Q1 2026 in Review

Raelipskie Partnership held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q1 2026 at 1,350 shares worth $136K. The position accounts for 0.06% of the portfolio, ranked #65.

Raelipskie Partnership first reported a position in SGOV in Q1 2025 and has held it in 5 quarters since. The position peaked at $201K in Q3 2025. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Raelipskie Partnership held 1,350 shares of iShares 0-3 Month Treasury Bond ETF worth $136K as of Q1 2026.
  • Raelipskie Partnership left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.06% of Raelipskie Partnership's portfolio in Q1 2026, its #65 holding.
  • Raelipskie Partnership first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Raelipskie Partnership's iShares 0-3 Month Treasury Bond ETF position peaked at $201K in Q3 2025.
  • 1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Raelipskie Partnership's 13F filing for Q1 2026, filed 29 Apr 2026.