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 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Coyle Financial Counsel's SGOV Position: Q1 2026 in Review

Coyle Financial Counsel reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 26% in Q1 2026, selling an estimated $171K and leaving 4,922 shares worth $495K. The position accounts for 0.1% of the portfolio, ranked #66.

Coyle Financial Counsel first reported a position in SGOV in Q4 2023 and has held it in 10 quarters since. The position peaked at $665K in Q4 2025. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Coyle Financial Counsel held 4,922 shares of iShares 0-3 Month Treasury Bond ETF worth $495K as of Q1 2026.
Coyle Financial Counsel sold 1,701 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $171K.
iShares 0-3 Month Treasury Bond ETF made up 0.1% of Coyle Financial Counsel's portfolio in Q1 2026, its #66 holding.
Coyle Financial Counsel first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Coyle Financial Counsel's iShares 0-3 Month Treasury Bond ETF position peaked at $665K in Q4 2025.
1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Coyle Financial Counsel's 13F filing for Q1 2026, filed 12 May 2026.