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

Wealthcare Capital 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	-2,934	Closed	-$295K	–	183
2026 Q1	$295K	Hold	2,934	–	–	0.14%	121
2025 Q4	$295K	Buy	2,934 +832	+40%	+$83.6K	0.14%	116
2025 Q3	$212K	Sell	2,102 -451	-18%	-$45.3K	0.1%	139
2025 Q2	$257K	Buy	2,553 +418	+20%	+$42K	0.13%	121
2025 Q1	$215K	Buy	+2,135	New	+$215K	0.11%	121

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

Wealthcare Capital Partners sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 2,934 shares — an estimated $295K sold.

Wealthcare Capital Partners first reported a position in SGOV in Q1 2025 and held it in 5 quarters. The position peaked at $295K in Q1 2026. 628 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Wealthcare Capital Partners reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Wealthcare Capital Partners sold 2,934 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $295K.
Wealthcare Capital Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and held it in 5 quarters.
Wealthcare Capital Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $295K in Q1 2026.
628 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

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