&PARTNERS SGOV — ISHARES TR

Ownership history in &PARTNERS  ·  9 quarters on record

AI Ownership Summary

&PARTNERS reported ISHARES TR (SGOV) in 9 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.09% in 2025 Q2. The latest visible filing shows SGOV at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SGOV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was &PARTNERS's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SGOV was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SGOV stock page &PARTNERS fund profile &PARTNERS full holdings
How &PARTNERS held SGOV — position size vs. price
% of Fund (quarterly)    SGOV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 38.3% +0.9% ❌ 74,233 -46,081 -38.3% 0.04% $7.4M 2026-02-14 (Est.) $99.96
2025 Q3 ADDED — — — 120,314 +8,230 +7.3% 0.08% $12.4M 2025-11-14 $99.03
2025 Q2 ADDED — — — 112,084 +63,867 +132.5% 0.09% $11.3M 2025-08-14 $97.99
2025 Q1 ADDED — — — 48,217 +33,742 +233.1% 0.05% $4.9M 2025-05-15 $96.94
2024 Q4 ADDED — — — 14,475 +3,936 +37.3% 0.02% $1.5M 2025-02-14 $95.98
2024 Q3 ADDED — — — 10,539 +4,214 +66.6% 0.02% $1.1M 2024-11-14 $94.89
2024 Q2 REDUCED 78.9% +1.3% ❌ 6,325 -23,660 -78.9% 0.03% $637K 2024-07-24 $93.41
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SGOV

As of 2026 Q1 — sorted by position size

PSP Research LLC 49.86% Vigilare Wealth Management 3Y 30.32% Selective Wealth Management, Inc. 3Y 7Y 24.12% Sollinda Capital Management LLC 21.18% McElhenny Sheffield Capital Management, LLC 3Y 18.9% PEAVINE CAPITAL, LLC 3Y 7Y 18.68% Decker Retirement Planning Inc. 17.49% Robinhood Asset Management, LLC 16.83% Mader & Shannon Wealth Management, Inc. 3Y 7Y 15.62% Aspen Capital Management, LLC 13.29%

FAQ About &PARTNERS and SGOV

These are the practical questions this page is built to answer before you even open the full history table.

How long has &PARTNERS reported owning SGOV?

&PARTNERS reported SGOV across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported SGOV position in &PARTNERS's portfolio?

The largest reported portfolio weight for SGOV was 0.09% in 2025 Q2.

What is the latest reported SGOV position on this page?

The most recent filing on this page is 2025 Q4, when &PARTNERS reported 74,233 shares, equal to 0.04% of portfolio, with an estimated market value of $7.4M.

What does the chart on this SGOV ownership page compare?

The chart compares &PARTNERS's quarterly SGOV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did &PARTNERS time their SGOV position?

Based on 13F filing dates vs. subsequent SGOV price moves, &PARTNERS correctly timed 6 out of 7 reported position changes (86%).

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