RWA Wealth Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

RWA Wealth 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	$652K	Sell	6,473 -2,951	-31%	-$297K	0.01%	431
2026 Q1	$949K	Buy	9,424 +4,512	+92%	+$454K	0.01%	355
2025 Q4	$493K	Buy	4,912 +2,555	+108%	+$257K	0.01%	445
2025 Q3	$237K	Sell	2,357 -2,471	-51%	-$248K	﹤0.01%	571
2025 Q2	$486K	Buy	4,828 +442	+10%	+$44.4K	0.01%	430
2025 Q1	$442K	Sell	4,386 -4,893	-53%	-$492K	0.01%	423
2024 Q4	$931K	Buy	9,279 +794	+9%	+$79.8K	0.01%	335
2024 Q3	$855K	Hold	8,485	–	–	0.01%	345
2024 Q2	$855K	Buy	8,485 +2,588	+44%	+$260K	0.01%	326
2024 Q1	$594K	Sell	5,897 -3,029	-34%	-$304K	0.01%	374
2023 Q4	$895K	Buy	+8,926	New	+$896K	0.01%	307

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

RWA Wealth Partners's SGOV Position: Q2 2026 in Review

RWA Wealth Partners reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 31% in Q2 2026, selling an estimated $297K and leaving 6,473 shares worth $652K. The position accounts for 0.01% of the portfolio, ranked #431.

RWA Wealth Partners first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $949K in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

RWA Wealth Partners held 6,473 shares of iShares 0-3 Month Treasury Bond ETF worth $652K as of Q2 2026.
RWA Wealth Partners sold 2,951 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $297K.
iShares 0-3 Month Treasury Bond ETF made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #431 holding.
RWA Wealth Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
RWA Wealth Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $949K in Q1 2026.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.