Chatham Capital Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Chatham Capital Group’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	$4.3M	Buy	+42,742	New	+$4.3M	0.55%	56

Other funds holding SGOV

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

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

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

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Chatham Capital Group's SGOV Position: Q2 2026 in Review

Chatham Capital Group opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 42,742 shares worth $4.3M. The stake represents 0.55% of the portfolio and ranks #56 among its holdings.

237 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Chatham Capital Group held 42,742 shares of iShares 0-3 Month Treasury Bond ETF worth $4.3M as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new Chatham Capital Group position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.55% of Chatham Capital Group's portfolio in Q2 2026, its #56 holding.
237 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Chatham Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.