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Leonard Rickey Investment Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Leonard Rickey Investment Advisors’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 		$35.1M Sell
348,375
-66,668
-16% -$6.7M 5.51% 6
2026
Q1 		$41.8M Buy
415,043
+260,878
+169% +$26.2M 7.23% 2
2025
Q4 		$15.5M Buy
154,165
+48,289
+46% +$4.85M 2.8% 14
2025
Q3 		$10.7M Buy
105,876
+28,190
+36% +$2.83M 2.01% 15
2025
Q2 		$7.82M Buy
+77,686
New +$7.81M 1.56% 15

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

Leonard Rickey Investment Advisors's SGOV Position: Q2 2026 in Review

Leonard Rickey Investment Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 16% in Q2 2026, selling an estimated $6.7M and leaving 348,375 shares worth $35.1M. The position accounts for 5.51% of the portfolio, ranked #6.

Leonard Rickey Investment Advisors first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. The position peaked at $41.8M in Q1 2026. 503 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Leonard Rickey Investment Advisors held 348,375 shares of iShares 0-3 Month Treasury Bond ETF worth $35.1M as of Q2 2026.
  • Leonard Rickey Investment Advisors sold 66,668 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $6.7M.
  • iShares 0-3 Month Treasury Bond ETF made up 5.51% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #6 holding.
  • Leonard Rickey Investment Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Leonard Rickey Investment Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $41.8M in Q1 2026.
  • 503 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.