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

Wealthcare 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	$1.03M	Sell	10,190 -420,386	-98%	-$42.3M	0.02%	513
2026 Q1	$43.3M	Buy	430,576 +41,525	+11%	+$4.17M	0.84%	21
2025 Q4	$39.1M	Buy	389,051 +236,958	+156%	+$23.8M	0.77%	23
2025 Q3	$15.3M	Buy	152,093 +120,699	+384%	+$12.1M	0.32%	64
2025 Q2	$3.16M	Buy	31,394 +19,766	+170%	+$1.99M	0.07%	232
2025 Q1	$1.17M	Buy	11,628 +2,217	+24%	+$223K	0.03%	413
2024 Q4	$944K	Sell	9,411 -1,751	-16%	-$176K	0.03%	432
2024 Q3	$1.12M	Sell	11,162 -1,159	-9%	-$117K	0.03%	396
2024 Q2	$1.24M	Buy	12,321 +513	+4%	+$51.6K	0.04%	326
2024 Q1	$1.19M	Sell	11,808 -1,670	-12%	-$168K	0.04%	332
2023 Q4	$1.35M	Sell	13,478 -318	-2%	-$31.9K	0.05%	257
2023 Q3	$1.39M	Sell	13,796 -692	-5%	-$69.5K	0.06%	225
2023 Q2	$1.46M	Buy	14,488 +1,533	+12%	+$154K	0.07%	223
2023 Q1	$1.3M	Buy	12,955 +7,145	+123%	+$717K	0.06%	246
2022 Q4	$582K	Buy	+5,810	New	+$582K	0.03%	383

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

VWM

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

OFW

Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

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

Wealthcare Advisory Partners reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 98% in Q2 2026, selling an estimated $42.3M and leaving 10,190 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #513.

Wealthcare Advisory Partners first reported a position in SGOV in Q4 2022 and has held it in 15 quarters since. The position peaked at $43.3M in Q1 2026. 237 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Wealthcare Advisory Partners held 10,190 shares of iShares 0-3 Month Treasury Bond ETF worth $1.03M as of Q2 2026.
Wealthcare Advisory Partners sold 420,386 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $42.3M.
iShares 0-3 Month Treasury Bond ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #513 holding.
Wealthcare Advisory Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Wealthcare Advisory Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $43.3M in Q1 2026.
237 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.