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Ervin Investment Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Ervin Investment 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 		– Sell
-18,113
Closed -$1.82M – 49
2026
Q1 		$1.82M Hold
18,113
– – 1.07% 18
2025
Q4 		$1.82M Sell
18,113
-1,643
-8% -$165K 1.02% 18
2025
Q3 		$1.99M Sell
19,756
-598
-3% -$60.1K 1.14% 19
2025
Q2 		$2.05M Buy
20,354
+8,373
+70% +$842K 1.28% 17
2025
Q1 		$1.21M Buy
+11,981
New +$1.2M 0.81% 21

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Ervin Investment Management's SGOV Position: Q2 2026 in Review

Ervin Investment Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 18,113 shares — an estimated $1.82M sold.

Ervin Investment Management first reported a position in SGOV in Q1 2025 and held it in 5 quarters. The position peaked at $2.05M in Q2 2025. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Ervin Investment Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Ervin Investment Management sold 18,113 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.82M.
  • Ervin Investment Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and held it in 5 quarters.
  • Ervin Investment Management's iShares 0-3 Month Treasury Bond ETF position peaked at $2.05M in Q2 2025.
  • 429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Ervin Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.