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

Triad 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	-3,930	Closed	-$396K	–	600
2026 Q1	$396K	Buy	3,930 +802	+26%	+$80.6K	0.03%	329
2025 Q4	$314K	Buy	3,128 +949	+44%	+$95.4K	0.03%	376
2025 Q3	$219K	Buy	+2,179	New	+$219K	0.03%	353
2024 Q3	–	Sell	-38	Closed	-$3.83K	–	749
2024 Q2	$3.83K	Buy	+38	New	+$3.82K	﹤0.01%	630

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

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

Triad Wealth Partners sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 3,930 shares — an estimated $396K sold.

Triad Wealth Partners first reported a position in SGOV in Q2 2024 and held it in 4 quarters. The position peaked at $396K in Q1 2026. 1,308 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Triad Wealth Partners reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Triad Wealth Partners sold 3,930 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $396K.
Triad Wealth Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and held it in 4 quarters.
Triad Wealth Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $396K in Q1 2026.
1,308 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.