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

Root Financial 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	$12M	Buy	119,099 +31,167	+35%	+$3.13M	0.47%	24
2026 Q1	$8.85M	Buy	87,932 +3,972	+5%	+$399K	0.41%	27
2025 Q4	$8.43M	Buy	83,960 +15,636	+23%	+$1.57M	0.43%	29
2025 Q3	$6.88M	Buy	68,324 +38,492	+129%	+$3.87M	0.42%	27
2025 Q2	$3M	Sell	29,832 -10,463	-26%	-$1.05M	0.29%	34
2025 Q1	$4.06M	Sell	40,295 -5,165	-11%	-$519K	0.43%	28
2024 Q4	$4.56M	Buy	45,460 +16,490	+57%	+$1.66M	0.57%	20
2024 Q3	$2.92M	Buy	28,970 +5,967	+26%	+$600K	0.47%	23
2024 Q2	$2.32M	Buy	23,003 +655	+3%	+$65.8K	0.54%	23
2024 Q1	$2.25M	Buy	22,348 +5,315	+31%	+$534K	0.67%	21
2023 Q4	$1.71M	Buy	17,033 +5,535	+48%	+$556K	0.64%	20
2023 Q3	$1.16M	Sell	11,498 -212	-2%	-$21.3K	0.61%	23
2023 Q2	$1.18M	Buy	+11,710	New	+$1.18M	0.7%	21

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

Root Financial Partners's SGOV Position: Q2 2026 in Review

Root Financial Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 35% in Q2 2026, buying an estimated $3.13M and bringing the position to 119,099 shares worth $12M. The position accounts for 0.47% of the portfolio, ranked #24.

Root Financial Partners first reported a position in SGOV in Q2 2023 and has held it in 13 quarters since. 1,306 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Root Financial Partners held 119,099 shares of iShares 0-3 Month Treasury Bond ETF worth $12M as of Q2 2026.
Root Financial Partners bought 31,167 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $3.13M.
iShares 0-3 Month Treasury Bond ETF made up 0.47% of Root Financial Partners's portfolio in Q2 2026, its #24 holding.
Root Financial Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
1,306 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.