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

Montgomery 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	$14.2M	Buy	141,490 +40,790	+41%	+$4.1M	4.32%	6
2026 Q1	$10.1M	Buy	100,700 +9,790	+11%	+$984K	3.46%	8
2025 Q4	$9.13M	Buy	90,910 +1,550	+2%	+$156K	3.28%	8
2025 Q3	$9M	Buy	89,360 +1,860	+2%	+$187K	3.17%	8
2025 Q2	$8.81M	Buy	87,500 +41,480	+90%	+$4.17M	3.41%	8
2025 Q1	$4.63M	Buy	46,020 +7,880	+21%	+$792K	1.84%	18
2024 Q4	$3.83M	Buy	38,140 +22,540	+144%	+$2.26M	1.51%	23
2024 Q3	$1.57M	Sell	15,600 -80	-0.5%	-$8.04K	0.57%	34
2024 Q2	$1.58M	Sell	15,680 -360	-2%	-$36.2K	0.62%	34
2024 Q1	$1.62M	Sell	16,040 -1,580	-9%	-$159K	0.62%	34
2023 Q4	$1.77M	Sell	17,620 -1,300	-7%	-$131K	0.54%	37
2023 Q3	$1.9M	Buy	+18,920	New	+$1.9M	0.66%	33

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

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

Montgomery Investment Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 41% in Q2 2026, buying an estimated $4.1M and bringing the position to 141,490 shares worth $14.2M. The position accounts for 4.32% of the portfolio, ranked #6.

Montgomery Investment Management first reported a position in SGOV in Q3 2023 and has held it in 12 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Montgomery Investment Management held 141,490 shares of iShares 0-3 Month Treasury Bond ETF worth $14.2M as of Q2 2026.
Montgomery Investment Management bought 40,790 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $4.1M.
iShares 0-3 Month Treasury Bond ETF made up 4.32% of Montgomery Investment Management's portfolio in Q2 2026, its #6 holding.
Montgomery Investment Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.