Waycross Investment Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Waycross Investment 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	$830K	Sell	8,248 -1,200	-13%	-$121K	0.63%	36
2026 Q1	$951K	Sell	9,448 -223	-2%	-$22.4K	0.91%	28
2025 Q4	$971K	Sell	9,671 -96	-1%	-$9.65K	0.85%	29
2025 Q3	$984K	Sell	9,767 -6,631	-40%	-$667K	1%	25
2025 Q2	$1.65M	Hold	16,398	–	–	1.72%	16
2025 Q1	$1.65M	Buy	16,398 +3,882	+31%	+$390K	1.86%	17
2024 Q4	$1.26M	Buy	12,516 +66	+0.5%	+$6.63K	1.32%	22
2024 Q3	$1.25M	Sell	12,450 -595	-5%	-$59.8K	1.15%	26
2024 Q2	$1.31M	Hold	13,045	–	–	1.27%	25
2024 Q1	$1.31M	Sell	13,045 -585	-4%	-$58.8K	1.22%	25
2023 Q4	$1.37M	Hold	13,630	–	–	1.5%	23
2023 Q3	$1.37M	Sell	13,630 -36	-0.3%	-$3.62K	1.58%	16
2023 Q2	$1.38M	Hold	13,666	–	–	1.43%	18
2023 Q1	$1.37M	Sell	13,666 -12	-0.1%	-$1.2K	1.38%	18
2022 Q4	$1.37M	Buy	+13,678	New	+$1.37M	1.38%	17

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

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Waycross Investment Management's SGOV Position: Q2 2026 in Review

Waycross Investment Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 13% in Q2 2026, selling an estimated $121K and leaving 8,248 shares worth $830K. The position accounts for 0.63% of the portfolio, ranked #36.

Waycross Investment Management first reported a position in SGOV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.65M in Q2 2025. 482 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Waycross Investment Management held 8,248 shares of iShares 0-3 Month Treasury Bond ETF worth $830K as of Q2 2026.
Waycross Investment Management sold 1,200 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $121K.
iShares 0-3 Month Treasury Bond ETF made up 0.63% of Waycross Investment Management's portfolio in Q2 2026, its #36 holding.
Waycross Investment Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Waycross Investment Management's iShares 0-3 Month Treasury Bond ETF position peaked at $1.65M in Q2 2025.
482 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Waycross Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.