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 Q3	$5.32M	Sell	52,811 -25,303	-32%	-$2.54M	1.22%	19
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

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Watchman Group's SGOV Position: Q3 2026 in Review

Watchman Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 32% in Q3 2026, selling an estimated $2.54M and leaving 52,811 shares worth $5.32M. The position accounts for 1.22% of the portfolio, ranked #19.

Watchman Group first reported a position in SGOV in Q3 2023 and has held it in 13 quarters since. The position peaked at $8.95M in Q2 2025. 579 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Watchman Group held 52,811 shares of iShares 0-3 Month Treasury Bond ETF worth $5.32M as of Q3 2026.
Watchman Group sold 25,303 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $2.54M.
iShares 0-3 Month Treasury Bond ETF made up 1.22% of Watchman Group's portfolio in Q3 2026, its #19 holding.
Watchman Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 13 quarters since.
Watchman Group's iShares 0-3 Month Treasury Bond ETF position peaked at $8.95M in Q2 2025.
579 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Watchman Group's 13F filing for Q3 2026, filed 16 Oct 2026.