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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Triad Wealth Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 26% in Q1 2026, buying an estimated $80.6K and bringing the position to 3,930 shares worth $396K. The position accounts for 0.03% of the portfolio, ranked #329.

Triad Wealth Partners first reported a position in SGOV in Q2 2024 and has held it in 4 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Triad Wealth Partners held 3,930 shares of iShares 0-3 Month Treasury Bond ETF worth $396K as of Q1 2026.
  • Triad Wealth Partners bought 802 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $80.6K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #329 holding.
  • Triad Wealth Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 4 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.