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

Ironwood 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	$651K	Sell	6,468 -1,000	-13%	-$101K	0.27%	105
2025 Q4	$750K	Buy	7,468 +216	+3%	+$21.7K	0.32%	93
2025 Q3	$730K	Buy	7,252 +547	+8%	+$55K	0.32%	96
2025 Q2	$675K	Sell	6,705 -5,200	-44%	-$523K	0.33%	89
2025 Q1	$1.2M	Hold	11,905	–	–	0.65%	52
2024 Q4	$1.19M	Hold	11,905	–	–	0.59%	58
2024 Q3	$1.2M	Buy	+11,905	New	+$1.2M	0.58%	57
2023 Q2	–	Sell	-8,209	Closed	-$826K	–	169
2023 Q1	$826K	Buy	+8,209	New	+$824K	0.52%	65

Other funds holding SGOV

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Ironwood Investment Management's SGOV Position: Q1 2026 in Review

Ironwood Investment Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 13% in Q1 2026, selling an estimated $101K and leaving 6,468 shares worth $651K. The position accounts for 0.27% of the portfolio, ranked #105.

Ironwood Investment Management first reported a position in SGOV in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.2M in Q3 2024. 1,214 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Ironwood Investment Management held 6,468 shares of iShares 0-3 Month Treasury Bond ETF worth $651K as of Q1 2026.
Ironwood Investment Management sold 1,000 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $101K.
iShares 0-3 Month Treasury Bond ETF made up 0.27% of Ironwood Investment Management's portfolio in Q1 2026, its #105 holding.
Ironwood Investment Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 8 quarters since.
Ironwood Investment Management's iShares 0-3 Month Treasury Bond ETF position peaked at $1.2M in Q3 2024.
1,214 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

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