Blume Capital Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Blume Capital Management’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	$3.36M	Sell	33,401 -8,347	-20%	-$839K	0.49%	55
2026 Q1	$4.2M	Sell	41,748 -11,195	-21%	-$1.13M	0.71%	45
2025 Q4	$5.31M	Sell	52,943 -75,482	-59%	-$7.59M	0.97%	36
2025 Q3	$12.9M	Sell	128,425 -12,210	-9%	-$1.23M	2.46%	11
2025 Q2	$14.2M	Buy	140,635 +24,351	+21%	+$2.45M	2.85%	7
2025 Q1	$11.7M	Sell	116,284 -16,450	-12%	-$1.65M	2.62%	9
2024 Q4	$13.3M	Buy	132,734 +14,247	+12%	+$1.43M	2.98%	6
2024 Q3	$11.9M	Buy	+118,487	New	+$11.9M	2.67%	7

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Blume Capital Management's SGOV Position: Q2 2026 in Review

Blume Capital Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 20% in Q2 2026, selling an estimated $839K and leaving 33,401 shares worth $3.36M. The position accounts for 0.49% of the portfolio, ranked #55.

Blume Capital Management first reported a position in SGOV in Q3 2024 and has held it in 8 quarters since. The position peaked at $14.2M in Q2 2025. 628 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Blume Capital Management held 33,401 shares of iShares 0-3 Month Treasury Bond ETF worth $3.36M as of Q2 2026.
Blume Capital Management sold 8,347 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $839K.
iShares 0-3 Month Treasury Bond ETF made up 0.49% of Blume Capital Management's portfolio in Q2 2026, its #55 holding.
Blume Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Blume Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $14.2M in Q2 2025.
628 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.