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

Walker 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	$2.2M	Buy	21,815 +5,148	+31%	+$518K	1.11%	15
2026 Q1	$1.68M	Buy	16,667 +1,111	+7%	+$112K	0.91%	17
2025 Q4	$1.56M	Buy	15,556 +329	+2%	+$33.1K	0.84%	20
2025 Q3	$1.53M	Sell	15,227 -3,607	-19%	-$363K	0.86%	21
2025 Q2	$1.9M	Sell	18,834 -1,856	-9%	-$187K	1.09%	13
2025 Q1	$2.08M	Buy	+20,690	New	+$2.08M	1.27%	12

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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

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

VWM

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

OFW

Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

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

Walker Asset Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 31% in Q2 2026, buying an estimated $518K and bringing the position to 21,815 shares worth $2.2M. The position accounts for 1.11% of the portfolio, ranked #15.

Walker Asset Management first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. 237 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Walker Asset Management held 21,815 shares of iShares 0-3 Month Treasury Bond ETF worth $2.2M as of Q2 2026.
Walker Asset Management bought 5,148 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $518K.
iShares 0-3 Month Treasury Bond ETF made up 1.11% of Walker Asset Management's portfolio in Q2 2026, its #15 holding.
Walker Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
237 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Walker Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.