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 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wick Capital Partners's SGOV Position: Q1 2026 in Review

Wick Capital Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 214% in Q1 2026, buying an estimated $1.75M and bringing the position to 25,454 shares worth $1.66M. The position accounts for 0.3% of the portfolio, ranked #41.

Wick Capital Partners first reported a position in SGOV in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.5M in Q2 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Wick Capital Partners held 25,454 shares of iShares 0-3 Month Treasury Bond ETF worth $1.66M as of Q1 2026.
Wick Capital Partners bought 17,360 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.75M.
iShares 0-3 Month Treasury Bond ETF made up 0.3% of Wick Capital Partners's portfolio in Q1 2026, its #41 holding.
Wick Capital Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
Wick Capital Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $2.5M in Q2 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Wick Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.