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

Wick 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	$406K	Sell	4,033 -21,421	-84%	-$2.15M	0.06%	126
2026 Q1	$1.66M	Buy	25,454 +17,360	+214%	+$1.75M	0.3%	41
2025 Q4	$812K	Buy	8,094 +582	+8%	+$58.5K	0.15%	62
2025 Q3	$756K	Sell	7,512 -200,815	-96%	-$20.2M	0.18%	56
2025 Q2	$2.5M	Buy	208,327 +200,863	+2,691%	+$20.2M	0.65%	24
2025 Q1	$751K	Buy	+7,464	New	+$750K	0.22%	50

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

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

Wick Capital Partners reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 84% in Q2 2026, selling an estimated $2.15M and leaving 4,033 shares worth $406K. The position accounts for 0.06% of the portfolio, ranked #126.

Wick Capital Partners first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.5M in Q2 2025. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Wick Capital Partners held 4,033 shares of iShares 0-3 Month Treasury Bond ETF worth $406K as of Q2 2026.
Wick Capital Partners sold 21,421 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.15M.
iShares 0-3 Month Treasury Bond ETF made up 0.06% of Wick Capital Partners's portfolio in Q2 2026, its #126 holding.
Wick Capital Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Wick Capital Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $2.5M in Q2 2025.
1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Wick Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.