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

Hayek Kallen 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 Q1	$6.12M	Buy	+60,765	New	+$6.11M	1.99%	15
2025 Q4	–	Sell	-52,200	Closed	-$5.26M	–	165
2025 Q3	$5.26M	Buy	52,200 +6,834	+15%	+$687K	1.66%	16
2025 Q2	$4.57M	Buy	45,366 +2,796	+7%	+$281K	1.55%	20
2025 Q1	$4.29M	Buy	42,570 +5,745	+16%	+$577K	1.58%	20
2024 Q4	$3.69M	Buy	36,825 +10,935	+42%	+$1.1M	1.34%	24
2024 Q3	$2.61M	Buy	25,890 +17,130	+196%	+$1.72M	0.92%	32
2024 Q2	$882K	Buy	+8,760	New	+$881K	0.33%	52

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Hayek Kallen Investment Management's SGOV Position: Q1 2026 in Review

Hayek Kallen Investment Management opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026: 60,765 shares worth $6.12M. The stake represents 1.99% of the portfolio and ranks #15 among its holdings. This is a return to the name: Hayek Kallen Investment Management previously reported a position in SGOV as recently as Q3 2025.

Hayek Kallen Investment Management first reported a position in SGOV in Q2 2024 and has held it in 7 quarters since. 1,215 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Hayek Kallen Investment Management held 60,765 shares of iShares 0-3 Month Treasury Bond ETF worth $6.12M as of Q1 2026.
iShares 0-3 Month Treasury Bond ETF was a new Hayek Kallen Investment Management position in Q1 2026.
iShares 0-3 Month Treasury Bond ETF made up 1.99% of Hayek Kallen Investment Management's portfolio in Q1 2026, its #15 holding.
Hayek Kallen Investment Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 7 quarters since.
1,215 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Hayek Kallen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.