Hennion & Walsh Asset Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Hennion & Walsh Asset 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	$7.29M	Buy	72,375 +7,129	+11%	+$717K	0.21%	110
2026 Q1	$6.57M	Buy	65,246 +3,369	+5%	+$339K	0.22%	99
2025 Q4	$6.21M	Buy	61,877 +3,245	+6%	+$326K	0.21%	101
2025 Q3	$5.9M	Buy	58,632 +2,541	+5%	+$256K	0.21%	102
2025 Q2	$5.65M	Buy	+56,091	New	+$5.64M	0.23%	94

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

Hennion & Walsh Asset Management's SGOV Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 11% in Q2 2026, buying an estimated $717K and bringing the position to 72,375 shares worth $7.29M. The position accounts for 0.21% of the portfolio, ranked #110.

Hennion & Walsh Asset Management first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. 628 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Hennion & Walsh Asset Management held 72,375 shares of iShares 0-3 Month Treasury Bond ETF worth $7.29M as of Q2 2026.
Hennion & Walsh Asset Management bought 7,129 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $717K.
iShares 0-3 Month Treasury Bond ETF made up 0.21% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #110 holding.
Hennion & Walsh Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
628 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.