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 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 $1.37T 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

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

Stratos Wealth Partners reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.52% in Q1 2026, selling an estimated $63.7K and leaving 121,919 shares worth $12.3M. The position accounts for 0.14% of the portfolio, ranked #152.

Stratos Wealth Partners first reported a position in SGOV in Q2 2023 and has held it in 12 quarters since. The position peaked at $12.3M in Q4 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Stratos Wealth Partners held 121,919 shares of iShares 0-3 Month Treasury Bond ETF worth $12.3M as of Q1 2026.
Stratos Wealth Partners sold 634 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $63.7K.
iShares 0-3 Month Treasury Bond ETF made up 0.14% of Stratos Wealth Partners's portfolio in Q1 2026, its #152 holding.
Stratos Wealth Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
Stratos Wealth Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $12.3M in Q4 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.