MFIM
SGOV icon

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

Mesirow Financial 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 		$78.4M Buy
779,029
+88,131
+13% +$8.86M 1.23% 20
2026
Q1 		$69.5M Buy
690,898
+224,792
+48% +$22.6M 1.13% 22
2025
Q4 		$46.8M Sell
466,106
-8,406
-2% -$845K 0.96% 24
2025
Q3 		$47.8M Buy
474,512
+82,173
+21% +$8.26M 0.85% 24
2025
Q2 		$39.5M Buy
392,339
+170,987
+77% +$17.2M 0.77% 26
2025
Q1 		$22.3M Buy
221,352
+156,492
+241% +$15.7M 0.43% 57
2024
Q4 		$6.51M Buy
+64,860
New +$6.52M 0.13% 121

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

Mesirow Financial Investment Management's SGOV Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 13% in Q2 2026, buying an estimated $8.86M and bringing the position to 779,029 shares worth $78.4M. The position accounts for 1.23% of the portfolio, ranked #20.

Mesirow Financial Investment Management first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. 864 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Mesirow Financial Investment Management held 779,029 shares of iShares 0-3 Month Treasury Bond ETF worth $78.4M as of Q2 2026.
  • Mesirow Financial Investment Management bought 88,131 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $8.86M.
  • iShares 0-3 Month Treasury Bond ETF made up 1.23% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #20 holding.
  • Mesirow Financial Investment Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 864 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.