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F.L. Putnam Investment Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

F.L. Putnam 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 		$619K Sell
6,144
-270
-4% -$27.1K 0.01% 434
2026
Q1 		$646K Sell
6,414
-1,243
-16% -$125K 0.01% 380
2025
Q4 		$769K Buy
7,657
+915
+14% +$92K 0.01% 356
2025
Q3 		$679K Hold
6,742
– – 0.01% 368
2025
Q2 		$679K Buy
+6,742
New +$678K 0.01% 361

Other funds holding SGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
WC
Westerkirk Capital Victoria $1.04B AUM 28.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

F.L. Putnam Investment Management's SGOV Position: Q2 2026 in Review

F.L. Putnam Investment Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.2% in Q2 2026, selling an estimated $27.1K and leaving 6,144 shares worth $619K. The position accounts for 0.01% of the portfolio, ranked #434.

F.L. Putnam Investment Management first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. The position peaked at $769K in Q4 2025. 927 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • F.L. Putnam Investment Management held 6,144 shares of iShares 0-3 Month Treasury Bond ETF worth $619K as of Q2 2026.
  • F.L. Putnam Investment Management sold 270 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $27.1K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.01% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #434 holding.
  • F.L. Putnam Investment Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • F.L. Putnam Investment Management's iShares 0-3 Month Treasury Bond ETF position peaked at $769K in Q4 2025.
  • 927 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.