Seelaus Asset Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Seelaus Asset 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	$334K	Buy	3,317 +1,167	+54%	+$117K	0.23%	131
2026 Q1	$216K	Hold	2,150	–	–	0.16%	177
2025 Q4	$216K	Hold	2,150	–	–	0.17%	154
2025 Q3	$217K	Hold	2,150	–	–	0.17%	158
2025 Q2	$216K	Hold	2,150	–	–	0.19%	149
2025 Q1	$216K	Hold	2,150	–	–	0.21%	144
2024 Q4	$216K	Buy	+2,150	New	+$216K	0.2%	141

Other funds holding SGOV

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 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

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

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

Seelaus Asset Management's SGOV Position: Q2 2026 in Review

Seelaus Asset Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 54% in Q2 2026, buying an estimated $117K and bringing the position to 3,317 shares worth $334K. The position accounts for 0.23% of the portfolio, ranked #131.

Seelaus Asset 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.

Seelaus Asset Management held 3,317 shares of iShares 0-3 Month Treasury Bond ETF worth $334K as of Q2 2026.
Seelaus Asset Management bought 1,167 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $117K.
iShares 0-3 Month Treasury Bond ETF made up 0.23% of Seelaus Asset Management's portfolio in Q2 2026, its #131 holding.
Seelaus Asset 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 Seelaus Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.