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

Invariant 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 		$6M Sell
59,727
-9,750
-14% -$980K 3.52% 8
2026
Q1 		$6.98M Sell
69,477
-7,465
-10% -$750K 4.3% 7
2025
Q4 		$7.73M Buy
+76,942
New +$7.73M 4.95% 7

Other funds holding SGOV

LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WC
Westerkirk Capital Victoria $1.04B AUM 28.18% 1-Year Est. Return
AWF
Alpha Wealth Funds Park City, Utah $183M AUM 8.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Invariant Investment Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 14% in Q2 2026, selling an estimated $980K and leaving 59,727 shares worth $6M. The position accounts for 3.52% of the portfolio, ranked #8.

Invariant Investment Management first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.73M in Q4 2025. 946 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Invariant Investment Management held 59,727 shares of iShares 0-3 Month Treasury Bond ETF worth $6M as of Q2 2026.
  • Invariant Investment Management sold 9,750 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $980K.
  • iShares 0-3 Month Treasury Bond ETF made up 3.52% of Invariant Investment Management's portfolio in Q2 2026, its #8 holding.
  • Invariant Investment Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Invariant Investment Management's iShares 0-3 Month Treasury Bond ETF position peaked at $7.73M in Q4 2025.
  • 946 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Invariant Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.