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

Summit 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	–	Sell	-2,004	Closed	-$202K	–	289
2026 Q1	$202K	Hold	2,004	–	–	0.03%	270
2025 Q4	$201K	Hold	2,004	–	–	0.04%	203
2025 Q3	$202K	Hold	2,004	–	–	0.04%	211
2025 Q2	$202K	Sell	2,004 -189	-9%	-$19K	0.04%	213
2025 Q1	$221K	Sell	2,193 -249	-10%	-$25K	0.04%	196
2024 Q4	$245K	Buy	2,442 +438	+22%	+$44K	0.05%	182
2024 Q3	$202K	Buy	+2,004	New	+$201K	0.04%	232
2024 Q1	–	Sell	-2,810	Closed	-$282K	–	227
2023 Q4	$282K	Buy	+2,810	New	+$282K	0.07%	166

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

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

Summit Wealth Partners sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 2,004 shares — an estimated $202K sold.

Summit Wealth Partners first reported a position in SGOV in Q4 2023 and held it in 8 quarters. The position peaked at $282K in Q4 2023. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Summit Wealth Partners reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Summit Wealth Partners sold 2,004 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $202K.
Summit Wealth Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and held it in 8 quarters.
Summit Wealth Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $282K in Q4 2023.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.