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 Q3	$2.29M	Buy	22,738 +923	+4%	+$92.8K	1.16%	15
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Robinhood Asset Management Menlo Park, California $2.11B AUM 21.56% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Walker Asset Management's SGOV Position: Q3 2026 in Review

Walker Asset Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.2% in Q3 2026, buying an estimated $92.8K and bringing the position to 22,738 shares worth $2.29M. The position accounts for 1.16% of the portfolio, ranked #15.

Walker Asset Management first reported a position in SGOV in Q1 2025 and has held it in 7 quarters since. 1,251 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Walker Asset Management held 22,738 shares of iShares 0-3 Month Treasury Bond ETF worth $2.29M as of Q3 2026.
Walker Asset Management bought 923 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $92.8K.
iShares 0-3 Month Treasury Bond ETF made up 1.16% of Walker Asset Management's portfolio in Q3 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 7 quarters since.
1,251 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Walker Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.