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

Westmount 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	–	Sell	-4,582	Closed	-$460K	–	277
2025 Q4	$460K	Sell	4,582 -119	-3%	-$12K	0.11%	146
2025 Q3	$472K	Buy	4,701 +693	+17%	+$69.7K	0.12%	141
2025 Q2	$404K	Buy	+4,008	New	+$403K	0.11%	151
2023 Q4	–	Sell	-11,425	Closed	-$1.15M	–	210
2023 Q3	$1.15M	Buy	+11,425	New	+$1.15M	0.51%	42

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Westmount Partners's SGOV Position: Q1 2026 in Review

Westmount Partners sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026, closing a stake of 4,582 shares — an estimated $460K sold.

Westmount Partners first reported a position in SGOV in Q3 2023 and held it in 4 quarters. The position peaked at $1.15M in Q3 2023. 1,221 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Westmount Partners reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Westmount Partners sold 4,582 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $460K.
Westmount Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and held it in 4 quarters.
Westmount Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $1.15M in Q3 2023.
1,221 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

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