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

Hunter Associates 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	$2.12M	Sell	20,921 -2,433	-10%	-$245K	0.24%	94
2026 Q1	$2.37M	Sell	23,354 -19,210	-45%	-$1.93M	0.31%	78
2025 Q4	$4.29M	Buy	42,564 +24,430	+135%	+$2.46M	0.57%	40
2025 Q3	$1.83M	Sell	18,134 -4,495	-20%	-$452K	0.25%	93
2025 Q2	$2.28M	Sell	22,629 -17,472	-44%	-$1.76M	0.34%	71
2025 Q1	$4.04M	Buy	40,101 +30,155	+303%	+$3.03M	0.62%	35
2024 Q4	$1.01M	Sell	9,946 -9,177	-48%	-$922K	0.15%	125
2024 Q3	$1.94M	Sell	19,123 -13,670	-42%	-$1.37M	0.3%	82
2024 Q2	$3.3M	Sell	32,793 -1,001	-3%	-$101K	0.56%	39
2024 Q1	$3.41M	Buy	+33,794	New	+$3.4M	0.57%	40
2023 Q2	–	Sell	-2,899	Closed	-$295K	–	254
2023 Q1	$295K	Buy	+2,899	New	+$291K	0.06%	203

Other funds holding SGOV

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

CIM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Hunter Associates Investment Management's SGOV Position: Q2 2026 in Review

Hunter Associates Investment Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 10% in Q2 2026, selling an estimated $245K and leaving 20,921 shares worth $2.12M. The position accounts for 0.24% of the portfolio, ranked #94.

Hunter Associates Investment Management first reported a position in SGOV in Q1 2023 and has held it in 11 quarters since. The position peaked at $4.29M in Q4 2025. 864 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Hunter Associates Investment Management held 20,921 shares of iShares 0-3 Month Treasury Bond ETF worth $2.12M as of Q2 2026.
Hunter Associates Investment Management sold 2,433 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $245K.
iShares 0-3 Month Treasury Bond ETF made up 0.24% of Hunter Associates Investment Management's portfolio in Q2 2026, its #94 holding.
Hunter Associates Investment Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 11 quarters since.
Hunter Associates Investment Management's iShares 0-3 Month Treasury Bond ETF position peaked at $4.29M in Q4 2025.
864 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Hunter Associates Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.