Grimes & Company’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Grimes & Company’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	$16M	Sell	158,976 -18,628	-10%	-$1.87M	0.35%	59
2026 Q1	$17.9M	Sell	177,604 -12,768	-7%	-$1.28M	0.49%	45
2025 Q4	$19.1M	Buy	+190,372	New	+$19.1M	0.46%	41
2025 Q1	–	Sell	-5,075	Closed	-$509K	–	398
2024 Q4	$509K	Buy	+5,075	New	+$510K	0.01%	247

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Grimes & Company's SGOV Position: Q2 2026 in Review

Grimes & Company reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 10% in Q2 2026, selling an estimated $1.87M and leaving 158,976 shares worth $16M. The position accounts for 0.35% of the portfolio, ranked #59.

Grimes & Company first reported a position in SGOV in Q4 2024 and has held it in 4 quarters since. The position peaked at $19.1M in Q4 2025. 601 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Grimes & Company held 158,976 shares of iShares 0-3 Month Treasury Bond ETF worth $16M as of Q2 2026.
Grimes & Company sold 18,628 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.87M.
iShares 0-3 Month Treasury Bond ETF made up 0.35% of Grimes & Company's portfolio in Q2 2026, its #59 holding.
Grimes & Company first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 4 quarters since.
Grimes & Company's iShares 0-3 Month Treasury Bond ETF position peaked at $19.1M in Q4 2025.
601 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.