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Chatterton & Associates’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Chatterton & Associates’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 		$8.36M Buy
83,239
+39,273
+89% +$3.95M 4.92% 3
2026
Q1 		$4.42M Buy
43,966
+4,670
+12% +$469K 3.1% 8
2025
Q4 		$3.94M Buy
+39,296
New +$3.95M 3.38% 9

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CI
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return

Chatterton & Associates's SGOV Position: Q2 2026 in Review

Chatterton & Associates increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 89% in Q2 2026, buying an estimated $3.95M and bringing the position to 83,239 shares worth $8.36M. The position accounts for 4.92% of the portfolio, ranked #3.

Chatterton & Associates first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. 799 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Chatterton & Associates held 83,239 shares of iShares 0-3 Month Treasury Bond ETF worth $8.36M as of Q2 2026.
  • Chatterton & Associates bought 39,273 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $3.95M.
  • iShares 0-3 Month Treasury Bond ETF made up 4.92% of Chatterton & Associates's portfolio in Q2 2026, its #3 holding.
  • Chatterton & Associates first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 799 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.