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 Q3	$13.8M	Buy	137,498 +18,399	+15%	+$1.85M	0.46%	25
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 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

Root Financial Partners's SGOV Position: Q3 2026 in Review

Root Financial Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 15% in Q3 2026, buying an estimated $1.85M and bringing the position to 137,498 shares worth $13.8M. The position accounts for 0.46% of the portfolio, ranked #25.

Root Financial Partners first reported a position in SGOV in Q2 2023 and has held it in 14 quarters since. 993 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Root Financial Partners held 137,498 shares of iShares 0-3 Month Treasury Bond ETF worth $13.8M as of Q3 2026.
Root Financial Partners bought 18,399 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $1.85M.
iShares 0-3 Month Treasury Bond ETF made up 0.46% of Root Financial Partners's portfolio in Q3 2026, its #25 holding.
Root Financial Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 14 quarters since.
993 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.