Salem Investment Counselors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Salem Investment Counselors’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	$920K	Sell	9,142 -900	-9%	-$90.5K	0.02%	238
2026 Q1	$1.01M	Sell	10,042 -8	-0.1%	-$804	0.03%	210
2025 Q4	$1.01M	Sell	10,050 -6,574	-40%	-$661K	0.03%	206
2025 Q3	$1.67M	Sell	16,624 -2,280	-12%	-$229K	0.05%	169
2025 Q2	$1.9M	Buy	18,904 +2,614	+16%	+$263K	0.06%	159
2025 Q1	$1.64M	Buy	16,290 +3,936	+32%	+$396K	0.06%	157
2024 Q4	$1.24M	Sell	12,354 -167	-1%	-$16.8K	0.04%	181
2024 Q3	$1.26M	Sell	12,521 -43	-0.3%	-$4.32K	0.04%	182
2024 Q2	$1.27M	Buy	12,564 +7,225	+135%	+$726K	0.04%	181
2024 Q1	$538K	Buy	5,339 +60	+1%	+$6.03K	0.02%	259
2023 Q4	$529K	Hold	5,279	–	–	0.02%	245
2023 Q3	$531K	Buy	5,279 +173	+3%	+$17.4K	0.02%	238
2023 Q2	$514K	Buy	5,106 +1,499	+42%	+$151K	0.02%	237
2023 Q1	$363K	Sell	3,607 -40	-1%	-$4.01K	0.01%	273
2022 Q4	$365K	Buy	+3,647	New	+$365K	0.02%	276

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CVM

Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return

Salem Investment Counselors's SGOV Position: Q2 2026 in Review

Salem Investment Counselors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 9% in Q2 2026, selling an estimated $90.5K and leaving 9,142 shares worth $920K. The position accounts for 0.02% of the portfolio, ranked #238.

Salem Investment Counselors first reported a position in SGOV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.9M in Q2 2025. 798 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Salem Investment Counselors held 9,142 shares of iShares 0-3 Month Treasury Bond ETF worth $920K as of Q2 2026.
Salem Investment Counselors sold 900 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $90.5K.
iShares 0-3 Month Treasury Bond ETF made up 0.02% of Salem Investment Counselors's portfolio in Q2 2026, its #238 holding.
Salem Investment Counselors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Salem Investment Counselors's iShares 0-3 Month Treasury Bond ETF position peaked at $1.9M in Q2 2025.
798 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.