Sellwood Investment Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Sellwood Investment 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	$938K	Buy	9,314 +82	+0.9%	+$8.24K	0.33%	28
2026 Q1	$929K	Buy	9,232 +53	+0.6%	+$5.33K	0.37%	28
2025 Q4	$921K	Buy	9,179 +1,105	+14%	+$111K	0.36%	27
2025 Q3	$813K	Buy	8,074 +85	+1%	+$8.55K	0.32%	30
2025 Q2	$804K	Buy	7,989 +82	+1%	+$8.24K	0.38%	24
2025 Q1	$796K	Buy	7,907 +53	+0.7%	+$5.33K	0.42%	20
2024 Q4	$788K	Buy	+7,854	New	+$789K	0.42%	18

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Sellwood Investment Partners's SGOV Position: Q2 2026 in Review

Sellwood Investment Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.89% in Q2 2026, buying an estimated $8.24K and bringing the position to 9,314 shares worth $938K. The position accounts for 0.33% of the portfolio, ranked #28.

Sellwood Investment Partners first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. 749 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Sellwood Investment Partners held 9,314 shares of iShares 0-3 Month Treasury Bond ETF worth $938K as of Q2 2026.
Sellwood Investment Partners bought 82 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $8.24K.
iShares 0-3 Month Treasury Bond ETF made up 0.33% of Sellwood Investment Partners's portfolio in Q2 2026, its #28 holding.
Sellwood Investment Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
749 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.