Watchman Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Watchman Group’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	$7.86M	Buy	78,114 +11,278	+17%	+$1.13M	1.76%	13
2026 Q1	$6.73M	Buy	66,836 +23,856	+56%	+$2.4M	1.63%	14
2025 Q4	$4.31M	Sell	42,980 -8,899	-17%	-$894K	1.03%	27
2025 Q3	$5.22M	Sell	51,879 -36,978	-42%	-$3.72M	1.26%	18
2025 Q2	$8.95M	Buy	88,857 +29,333	+49%	+$2.95M	2.33%	10
2025 Q1	$5.99M	Sell	59,524 -7,186	-11%	-$722K	1.68%	14
2024 Q4	$6.69M	Sell	66,710 -10,451	-14%	-$1.05M	1.76%	13
2024 Q3	$7.77M	Buy	77,161 +28,828	+60%	+$2.9M	2.03%	10
2024 Q2	$4.87M	Buy	48,333 +1,061	+2%	+$107K	1.55%	16
2024 Q1	$4.76M	Sell	47,272 -4,333	-8%	-$435K	1.44%	19
2023 Q4	$5.17M	Buy	51,605 +6,642	+15%	+$667K	1.71%	14
2023 Q3	$4.53M	Buy	+44,963	New	+$4.52M	1.92%	11

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

Watchman Group's SGOV Position: Q2 2026 in Review

Watchman Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 17% in Q2 2026, buying an estimated $1.13M and bringing the position to 78,114 shares worth $7.86M. The position accounts for 1.76% of the portfolio, ranked #13.

Watchman Group first reported a position in SGOV in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.95M in Q2 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Watchman Group held 78,114 shares of iShares 0-3 Month Treasury Bond ETF worth $7.86M as of Q2 2026.
Watchman Group bought 11,278 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.13M.
iShares 0-3 Month Treasury Bond ETF made up 1.76% of Watchman Group's portfolio in Q2 2026, its #13 holding.
Watchman Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Watchman Group's iShares 0-3 Month Treasury Bond ETF position peaked at $8.95M in Q2 2025.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Watchman Group's 13F filing for Q2 2026, filed 27 Jul 2026.