SSI
SGOV icon

Scott & Selber Inc’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Scott & Selber Inc’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 		$2.74M Sell
27,257
-916
-3% -$92.1K 0.58% 43
2026
Q1 		$2.84M Sell
28,173
-1,777
-6% -$179K 0.73% 42
2025
Q4 		$3.01M Buy
29,950
+1,241
+4% +$125K 0.75% 40
2025
Q3 		$2.89M Buy
+28,709
New +$2.89M 0.74% 40

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
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 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
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Scott & Selber Inc's SGOV Position: Q2 2026 in Review

Scott & Selber Inc reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3.3% in Q2 2026, selling an estimated $92.1K and leaving 27,257 shares worth $2.74M. The position accounts for 0.58% of the portfolio, ranked #43.

Scott & Selber Inc first reported a position in SGOV in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.01M in Q4 2025. 393 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Scott & Selber Inc held 27,257 shares of iShares 0-3 Month Treasury Bond ETF worth $2.74M as of Q2 2026.
  • Scott & Selber Inc sold 916 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $92.1K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.58% of Scott & Selber Inc's portfolio in Q2 2026, its #43 holding.
  • Scott & Selber Inc first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Scott & Selber Inc's iShares 0-3 Month Treasury Bond ETF position peaked at $3.01M in Q4 2025.
  • 393 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Scott & Selber Inc's 13F filing for Q2 2026, filed 8 Jul 2026.