Segall Bryant & Hamill’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Segall Bryant & Hamill’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	$7.21M	Sell	71,612 -34,196	-32%	-$3.44M	0.09%	277
2026 Q1	$10.7M	Buy	105,808 +37,441	+55%	+$3.76M	0.15%	220
2025 Q4	$6.86M	Sell	68,367 -1,895	-3%	-$190K	0.09%	277
2025 Q3	$7.08M	Sell	70,262 -67,594	-49%	-$6.8M	0.09%	278
2025 Q2	$13.9M	Buy	137,856 +53,973	+64%	+$5.43M	0.19%	175
2025 Q1	$8.44M	Buy	83,883 +5,777	+7%	+$581K	0.13%	244
2024 Q4	$7.84M	Sell	78,106 -24,173	-24%	-$2.43M	0.11%	265
2024 Q3	$10.3M	Buy	+102,279	New	+$10.3M	0.14%	227

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

Segall Bryant & Hamill's SGOV Position: Q2 2026 in Review

Segall Bryant & Hamill reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 32% in Q2 2026, selling an estimated $3.44M and leaving 71,612 shares worth $7.21M. The position accounts for 0.09% of the portfolio, ranked #277.

Segall Bryant & Hamill first reported a position in SGOV in Q3 2024 and has held it in 8 quarters since. The position peaked at $13.9M in Q2 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Segall Bryant & Hamill held 71,612 shares of iShares 0-3 Month Treasury Bond ETF worth $7.21M as of Q2 2026.
Segall Bryant & Hamill sold 34,196 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $3.44M.
iShares 0-3 Month Treasury Bond ETF made up 0.09% of Segall Bryant & Hamill's portfolio in Q2 2026, its #277 holding.
Segall Bryant & Hamill first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Segall Bryant & Hamill's iShares 0-3 Month Treasury Bond ETF position peaked at $13.9M in Q2 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Segall Bryant & Hamill's 13F filing for Q2 2026, filed 12 Aug 2026.