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

WealthShield 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	$372K	Buy	3,694 +496	+16%	+$49.9K	0.06%	182
2026 Q1	$322K	Buy	+3,198	New	+$321K	0.04%	285
2025 Q2	–	Sell	-319	Closed	-$32.1K	–	570
2025 Q1	$32.1K	Sell	319 -902	-74%	-$90.7K	﹤0.01%	433
2024 Q4	$122K	Sell	1,221 -319	-21%	-$32K	0.02%	320
2024 Q3	$155K	Buy	1,540 +319	+26%	+$32.1K	0.02%	317
2024 Q2	$123K	Hold	1,221	–	–	0.02%	309
2024 Q1	$123K	Sell	1,221 -1,249	-51%	-$126K	0.02%	303
2023 Q4	$248K	Sell	2,470 -27,121	-92%	-$2.72M	0.04%	255
2023 Q3	$2.98M	Buy	29,591 +26,895	+998%	+$2.7M	0.45%	58
2023 Q2	$271K	Sell	2,696 -34,906	-93%	-$3.5M	0.04%	263
2023 Q1	$3.78M	Buy	+37,602	New	+$3.77M	0.61%	36
2021 Q2	–	Hold	0	–	–	–	459

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

WealthShield Partners's SGOV Position: Q2 2026 in Review

WealthShield Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 16% in Q2 2026, buying an estimated $49.9K and bringing the position to 3,694 shares worth $372K. The position accounts for 0.06% of the portfolio, ranked #182.

WealthShield Partners first reported a position in SGOV in Q1 2023 and has held it in 11 quarters since. The position peaked at $3.78M in Q1 2023. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

WealthShield Partners held 3,694 shares of iShares 0-3 Month Treasury Bond ETF worth $372K as of Q2 2026.
WealthShield Partners bought 496 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $49.9K.
iShares 0-3 Month Treasury Bond ETF made up 0.06% of WealthShield Partners's portfolio in Q2 2026, its #182 holding.
WealthShield Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 11 quarters since.
WealthShield Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $3.78M in Q1 2023.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.