GIM
SGOV icon

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

Goelzer 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 		$3.49M Buy
34,659
+415
+1% +$41.7K 0.15% 107
2026
Q1 		$3.45M Buy
34,244
+19,197
+128% +$1.93M 0.17% 110
2025
Q4 		$1.51M Buy
15,047
+4,566
+44% +$459K 0.07% 139
2025
Q3 		$1.06M Buy
10,481
+1,740
+20% +$175K 0.06% 149
2025
Q2 		$880K Sell
8,741
-11,689
-57% -$1.18M 0.05% 155
2025
Q1 		$2.06M Buy
+20,430
New +$2.05M 0.12% 125
2024
Q4 		– Sell
-2,998
Closed -$302K – 237
2024
Q3 		$302K Sell
2,998
-18,994
-86% -$1.91M 0.02% 209
2024
Q2 		$2.21M Buy
+21,992
New +$2.21M 0.12% 125

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 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

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

Goelzer Investment Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.2% in Q2 2026, buying an estimated $41.7K and bringing the position to 34,659 shares worth $3.49M. The position accounts for 0.15% of the portfolio, ranked #107.

Goelzer Investment Management first reported a position in SGOV in Q2 2024 and has held it in 8 quarters since. 517 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Goelzer Investment Management held 34,659 shares of iShares 0-3 Month Treasury Bond ETF worth $3.49M as of Q2 2026.
  • Goelzer Investment Management bought 415 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $41.7K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.15% of Goelzer Investment Management's portfolio in Q2 2026, its #107 holding.
  • Goelzer Investment Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 517 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.