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 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Root Financial Partners's SGOV Position: Q1 2026 in Review

Root Financial Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.7% in Q1 2026, buying an estimated $399K and bringing the position to 87,932 shares worth $8.85M. The position accounts for 0.41% of the portfolio, ranked #27.

Root Financial Partners first reported a position in SGOV in Q2 2023 and has held it in 12 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Root Financial Partners held 87,932 shares of iShares 0-3 Month Treasury Bond ETF worth $8.85M as of Q1 2026.
Root Financial Partners bought 3,972 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $399K.
iShares 0-3 Month Treasury Bond ETF made up 0.41% of Root Financial Partners's portfolio in Q1 2026, its #27 holding.
Root Financial Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.