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

Stratos 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	$13M	Buy	129,055 +7,136	+6%	+$717K	0.13%	165
2026 Q1	$12.3M	Sell	121,919 -634	-0.5%	-$63.7K	0.14%	152
2025 Q4	$12.3M	Buy	122,553 +15,568	+15%	+$1.56M	0.14%	146
2025 Q3	$10.8M	Buy	106,985 +22,750	+27%	+$2.29M	0.13%	161
2025 Q2	$8.48M	Buy	84,235 +3,170	+4%	+$319K	0.11%	186
2025 Q1	$8.16M	Buy	81,065 +4,988	+7%	+$501K	0.12%	171
2024 Q4	$7.63M	Sell	76,077 -184	-0.2%	-$18.5K	0.11%	191
2024 Q3	$7.68M	Buy	76,261 +10,208	+15%	+$1.03M	0.11%	192
2024 Q2	$6.65M	Sell	66,053 -7,725	-10%	-$776K	0.11%	194
2024 Q1	$7.43M	Buy	73,778 +5,125	+7%	+$515K	0.12%	175
2023 Q4	$6.88M	Buy	68,653 +17,322	+34%	+$1.74M	0.13%	174
2023 Q3	$5.17M	Buy	51,331 +37,514	+272%	+$3.77M	0.11%	197
2023 Q2	$1.39M	Buy	+13,817	New	+$1.39M	0.03%	439

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

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

Stratos Wealth Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 5.9% in Q2 2026, buying an estimated $717K and bringing the position to 129,055 shares worth $13M. The position accounts for 0.13% of the portfolio, ranked #165.

Stratos Wealth Partners first reported a position in SGOV in Q2 2023 and has held it in 13 quarters since. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Stratos Wealth Partners held 129,055 shares of iShares 0-3 Month Treasury Bond ETF worth $13M as of Q2 2026.
Stratos Wealth Partners bought 7,136 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $717K.
iShares 0-3 Month Treasury Bond ETF made up 0.13% of Stratos Wealth Partners's portfolio in Q2 2026, its #165 holding.
Stratos Wealth Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.