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Ferguson Wellman Capital Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Ferguson Wellman Capital 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
Q3 		$232K Buy
+2,309
New +$232K ﹤0.01% 399

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return

Ferguson Wellman Capital Management's SGOV Position: Q3 2026 in Review

Ferguson Wellman Capital Management opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026: 2,309 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #399 among its holdings.

14 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Ferguson Wellman Capital Management held 2,309 shares of iShares 0-3 Month Treasury Bond ETF worth $232K as of Q3 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Ferguson Wellman Capital Management position in Q3 2026.
  • iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #399 holding.
  • 14 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.