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Meitav Investment House’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Meitav Investment House’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 		$426K Buy
4,229
+297
+8% +$29.9K ﹤0.01% 274
2026
Q1 		$396K Sell
3,932
-305
-7% -$30.7K ﹤0.01% 207
2025
Q4 		$425K Buy
4,237
+352
+9% +$35.4K ﹤0.01% 212
2025
Q3 		$391K Sell
3,885
-2,958
-43% -$297K 0.01% 206
2025
Q2 		$689K Sell
6,843
-721
-10% -$72.5K 0.01% 154
2025
Q1 		$761K Sell
7,564
-7,058
-48% -$709K 0.01% 150
2024
Q4 		$1.47M Buy
14,622
+393
+3% +$39.5K 0.02% 120
2024
Q3 		$1.43M Buy
14,229
+1,769
+14% +$178K 0.02% 126
2024
Q2 		$1.25M Buy
12,460
+1,033
+9% +$104K 0.02% 135
2024
Q1 		$1.15M Buy
11,427
+2,642
+30% +$266K 0.02% 131
2023
Q4 		$881K Buy
8,785
+1,484
+20% +$149K 0.01% 213
2023
Q3 		$735K Sell
7,301
-529
-7% -$53.1K 0.01% 226
2023
Q2 		$788K Sell
7,830
-1,620
-17% -$163K 0.01% 240
2023
Q1 		$957K Sell
9,450
-189
-2% -$19K 0.02% 233
2022
Q4 		$965K Buy
+9,639
New +$966K 0.02% 240

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

Meitav Investment House's SGOV Position: Q2 2026 in Review

Meitav Investment House increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 7.6% in Q2 2026, buying an estimated $29.9K and bringing the position to 4,229 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Meitav Investment House first reported a position in SGOV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.47M in Q4 2024. 864 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Meitav Investment House held 4,229 shares of iShares 0-3 Month Treasury Bond ETF worth $426K as of Q2 2026.
  • Meitav Investment House bought 297 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $29.9K.
  • iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Meitav Investment House's portfolio in Q2 2026, its #274 holding.
  • Meitav Investment House first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Meitav Investment House's iShares 0-3 Month Treasury Bond ETF position peaked at $1.47M in Q4 2024.
  • 864 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.