SGI
SGOV icon

Summit Global Investments’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Summit Global Investments’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 		$213K Buy
+2,112
New +$212K 0.01% 506

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Summit Global Investments's SGOV Position: Q2 2026 in Review

Summit Global Investments opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 2,112 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #506 among its holdings.

696 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Summit Global Investments held 2,112 shares of iShares 0-3 Month Treasury Bond ETF worth $213K as of Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Summit Global Investments position in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.01% of Summit Global Investments's portfolio in Q2 2026, its #506 holding.
  • 696 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.