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 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Watchman Group's SGOV Position: Q1 2026 in Review

Watchman Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 56% in Q1 2026, buying an estimated $2.4M and bringing the position to 66,836 shares worth $6.73M. The position accounts for 1.63% of the portfolio, ranked #14.

Watchman Group first reported a position in SGOV in Q3 2023 and has held it in 11 quarters since. The position peaked at $8.95M in Q2 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Watchman Group held 66,836 shares of iShares 0-3 Month Treasury Bond ETF worth $6.73M as of Q1 2026.
Watchman Group bought 23,856 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $2.4M.
iShares 0-3 Month Treasury Bond ETF made up 1.63% of Watchman Group's portfolio in Q1 2026, its #14 holding.
Watchman Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
Watchman Group's iShares 0-3 Month Treasury Bond ETF position peaked at $8.95M in Q2 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Watchman Group's 13F filing for Q1 2026, filed 20 Apr 2026.