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

Strategic 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 Q1	$506K	Sell	5,030 -1,092	-18%	-$110K	0.04%	198
2025 Q4	$615K	Sell	6,122 -216	-3%	-$21.7K	0.04%	186
2025 Q3	$638K	Sell	6,338 -591	-9%	-$59.4K	0.05%	199
2025 Q2	$698K	Buy	+6,929	New	+$697K	0.05%	178
2024 Q4	$748K	Sell	7,444 -391	-5%	-$39.3K	0.06%	170
2024 Q3	$789K	Sell	7,835 -1,163	-13%	-$117K	0.08%	163
2024 Q2	$906K	Sell	8,998 -285	-3%	-$28.6K	0.09%	147
2024 Q1	$935K	Sell	9,283 -2,478	-21%	-$249K	0.1%	138
2023 Q4	$1.18M	Sell	11,761 -2,279	-16%	-$229K	0.15%	118
2023 Q3	$1.41M	Buy	14,040 +5,642	+67%	+$567K	0.19%	130
2023 Q2	$845K	Buy	8,398 +4,239	+102%	+$426K	0.11%	164
2023 Q1	$418K	Buy	+4,159	New	+$417K	0.06%	188

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

Strategic Wealth Partners's SGOV Position: Q1 2026 in Review

Strategic Wealth Partners reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 18% in Q1 2026, selling an estimated $110K and leaving 5,030 shares worth $506K. The position accounts for 0.04% of the portfolio, ranked #198.

Strategic Wealth Partners first reported a position in SGOV in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.41M in Q3 2023. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Strategic Wealth Partners held 5,030 shares of iShares 0-3 Month Treasury Bond ETF worth $506K as of Q1 2026.
Strategic Wealth Partners sold 1,092 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $110K.
iShares 0-3 Month Treasury Bond ETF made up 0.04% of Strategic Wealth Partners's portfolio in Q1 2026, its #198 holding.
Strategic Wealth Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 12 quarters since.
Strategic Wealth Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $1.41M in Q3 2023.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.