Coyle Financial Counsel’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Coyle Financial Counsel’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	$604K	Buy	5,997 +1,075	+22%	+$108K	0.11%	68
2026 Q1	$495K	Sell	4,922 -1,701	-26%	-$171K	0.1%	66
2025 Q4	$665K	Buy	6,623 +869	+15%	+$87.3K	0.14%	57
2025 Q3	$579K	Buy	5,754 +1,133	+25%	+$114K	0.13%	59
2025 Q2	$465K	Buy	4,621 +1,341	+41%	+$135K	0.12%	59
2025 Q1	$330K	Buy	3,280 +85	+3%	+$8.54K	0.1%	59
2024 Q4	$321K	Buy	3,195 +909	+40%	+$91.3K	0.1%	61
2024 Q3	$230K	Sell	2,286 -88	-4%	-$8.85K	0.08%	64
2024 Q2	$239K	Hold	2,374	–	–	0.09%	59
2024 Q1	$239K	Buy	2,374 +310	+15%	+$31.2K	0.09%	59
2023 Q4	$207K	Buy	+2,064	New	+$207K	0.08%	67

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Coyle Financial Counsel's SGOV Position: Q2 2026 in Review

Coyle Financial Counsel increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 22% in Q2 2026, buying an estimated $108K and bringing the position to 5,997 shares worth $604K. The position accounts for 0.11% of the portfolio, ranked #68.

Coyle Financial Counsel first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $665K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Coyle Financial Counsel held 5,997 shares of iShares 0-3 Month Treasury Bond ETF worth $604K as of Q2 2026.
Coyle Financial Counsel bought 1,075 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $108K.
iShares 0-3 Month Treasury Bond ETF made up 0.11% of Coyle Financial Counsel's portfolio in Q2 2026, its #68 holding.
Coyle Financial Counsel first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Coyle Financial Counsel's iShares 0-3 Month Treasury Bond ETF position peaked at $665K in Q4 2025.
1,308 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Coyle Financial Counsel's 13F filing for Q2 2026, filed 7 Aug 2026.