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Tortoise Investment Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Tortoise Investment 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 		$26.5M Sell
262,915
-25,835
-9% -$2.6M 1.97% 8
2026
Q1 		$29.1M Buy
288,750
+3,039
+1% +$305K 2.4% 7
2025
Q4 		$28.7M Sell
285,711
-25,836
-8% -$2.6M 2.52% 5
2025
Q3 		$31.4M Sell
311,547
-19,476
-6% -$1.96M 2.79% 4
2025
Q2 		$33.3M Buy
331,023
+9,230
+3% +$928K 3.18% 4
2025
Q1 		$32.4M Buy
321,793
+41,334
+15% +$4.15M 3.37% 3
2024
Q4 		$28.1M Sell
280,459
-24,036
-8% -$2.41M 2.97% 4
2024
Q3 		$30.7M Sell
304,495
-14,286
-4% -$1.44M 3.2% 3
2024
Q2 		$32.1M Buy
318,781
+29,780
+10% +$2.99M 3.66% 3
2024
Q1 		$29.1M Buy
289,001
+63,457
+28% +$6.38M 3.53% 3
2023
Q4 		$22.6M Buy
225,544
+6,402
+3% +$643K 3.07% 3
2023
Q3 		$22.1M Buy
219,142
+1,540
+0.7% +$155K 3.29% 4
2023
Q2 		$21.9M Buy
217,602
+11,898
+6% +$1.19M 3.25% 4
2023
Q1 		$20.7M Buy
205,704
+67,039
+48% +$6.73M 3.3% 3
2022
Q4 		$13.9M Buy
138,665
+27,288
+25% +$2.73M 2.43% 7
2022
Q3 		$11.2M Buy
111,377
+37,427
+51% +$3.75M 2.17% 10
2022
Q2 		$7.4M Buy
73,950
+35,736
+94% +$3.58M 1.45% 16
2022
Q1 		$3.82M Buy
+38,214
New +$3.82M 0.71% 37

Other funds holding SGOV

LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Wealthfront Advisers
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
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Tortoise Investment Management's SGOV Position: Q2 2026 in Review

Tortoise Investment Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 8.9% in Q2 2026, selling an estimated $2.6M and leaving 262,915 shares worth $26.5M. The position accounts for 1.97% of the portfolio, ranked #8.

Tortoise Investment Management first reported a position in SGOV in Q1 2022 and has held it in 18 quarters since. The position peaked at $33.3M in Q2 2025. 864 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Tortoise Investment Management held 262,915 shares of iShares 0-3 Month Treasury Bond ETF worth $26.5M as of Q2 2026.
  • Tortoise Investment Management sold 25,835 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.6M.
  • iShares 0-3 Month Treasury Bond ETF made up 1.97% of Tortoise Investment Management's portfolio in Q2 2026, its #8 holding.
  • Tortoise Investment Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Tortoise Investment Management's iShares 0-3 Month Treasury Bond ETF position peaked at $33.3M in Q2 2025.
  • 864 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.