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 Q3	$573K	Buy	+5,702	New	+$573K	0.12%	137
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Westmount Partners's SGOV Position: Q3 2026 in Review

Westmount Partners opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026: 5,702 shares worth $573K. The stake represents 0.12% of the portfolio and ranks #137 among its holdings. This is a return to the name: Westmount Partners previously reported a position in SGOV as recently as Q4 2025.

Westmount Partners first reported a position in SGOV in Q3 2023 and has held it in 5 quarters since. The position peaked at $1.15M in Q3 2023. 1,129 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Westmount Partners held 5,702 shares of iShares 0-3 Month Treasury Bond ETF worth $573K as of Q3 2026.
iShares 0-3 Month Treasury Bond ETF was a new Westmount Partners position in Q3 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.12% of Westmount Partners's portfolio in Q3 2026, its #137 holding.
Westmount Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 5 quarters since.
Westmount Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $1.15M in Q3 2023.
1,129 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Westmount Partners's 13F filing for Q3 2026, filed 12 Nov 2026.