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

Leavell 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	$14.5M	Sell	144,174 -8,810	-6%	-$886K	0.53%	36
2026 Q1	$15.4M	Sell	152,984 -6,223	-4%	-$626K	0.63%	29
2025 Q4	$16M	Buy	159,207 +21,017	+15%	+$2.11M	0.66%	30
2025 Q3	$13.9M	Buy	138,190 +7,208	+6%	+$725K	0.59%	34
2025 Q2	$13.2M	Buy	130,982 +22,896	+21%	+$2.3M	0.59%	34
2025 Q1	$10.9M	Buy	108,086 +12,959	+14%	+$1.3M	0.54%	43
2024 Q4	$9.54M	Buy	95,127 +16,093	+20%	+$1.62M	0.47%	52
2024 Q3	$7.96M	Buy	79,034 +2,353	+3%	+$237K	0.4%	63
2024 Q2	$7.72M	Buy	76,681 +10,512	+16%	+$1.06M	0.43%	63
2024 Q1	$6.66M	Buy	66,169 +15,956	+32%	+$1.6M	0.38%	71
2023 Q4	$5.04M	Buy	50,213 +13,237	+36%	+$1.33M	0.32%	82
2023 Q3	$3.72M	Sell	36,976 -835	-2%	-$83.9K	0.26%	99
2023 Q2	$3.81M	Sell	37,811 -3,946	-9%	-$396K	0.26%	102
2023 Q1	$4.2M	Buy	41,757 +12,586	+43%	+$1.26M	0.3%	90
2022 Q4	$2.92M	Buy	29,171 +16,633	+133%	+$1.67M	0.22%	119
2022 Q3	$1.26M	Buy	12,538 +9,556	+320%	+$957K	0.1%	193
2022 Q2	$299K	Buy	+2,982	New	+$298K	0.02%	370

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Leavell Investment Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 5.8% in Q2 2026, selling an estimated $886K and leaving 144,174 shares worth $14.5M. The position accounts for 0.53% of the portfolio, ranked #36.

Leavell Investment Management first reported a position in SGOV in Q2 2022 and has held it in 17 quarters since. The position peaked at $16M in Q4 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Leavell Investment Management held 144,174 shares of iShares 0-3 Month Treasury Bond ETF worth $14.5M as of Q2 2026.
Leavell Investment Management sold 8,810 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $886K.
iShares 0-3 Month Treasury Bond ETF made up 0.53% of Leavell Investment Management's portfolio in Q2 2026, its #36 holding.
Leavell Investment Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
Leavell Investment Management's iShares 0-3 Month Treasury Bond ETF position peaked at $16M in Q4 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.