Tounjian Advisory Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Tounjian Advisory 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	$2.53K	Sell	25 -13,637	-100%	-$1.37M	﹤0.01%	551
2026 Q1	$1.38M	Buy	13,662 +6,102	+81%	+$613K	0.5%	75
2025 Q4	$759K	Sell	7,560 -1,026	-12%	-$103K	0.26%	118
2025 Q3	$865K	Buy	+8,586	New	+$863K	0.29%	110

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

Tounjian Advisory Partners's SGOV Position: Q2 2026 in Review

Tounjian Advisory Partners reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 100% in Q2 2026, selling an estimated $1.37M and leaving 25 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Tounjian Advisory Partners first reported a position in SGOV in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.38M in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Tounjian Advisory Partners held 25 shares of iShares 0-3 Month Treasury Bond ETF worth $2.53K as of Q2 2026.
Tounjian Advisory Partners sold 13,637 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.37M.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Tounjian Advisory Partners's portfolio in Q2 2026, its #551 holding.
Tounjian Advisory Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
Tounjian Advisory Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $1.38M in Q1 2026.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.