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

WCM 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	$87.8K	Sell	872 -7,505	-90%	-$755K	﹤0.01%	265
2026 Q1	$843K	Hold	8,377	–	–	﹤0.01%	239
2025 Q4	$841K	Hold	8,377	–	–	﹤0.01%	224
2025 Q3	$844K	Hold	8,377	–	–	﹤0.01%	211
2025 Q2	$843K	Buy	8,377 +400	+5%	+$40.2K	﹤0.01%	201
2025 Q1	$803K	Buy	7,977 +75	+0.9%	+$7.54K	﹤0.01%	245
2024 Q4	$792K	Hold	7,902	–	–	﹤0.01%	255
2024 Q3	$796K	Hold	7,902	–	–	﹤0.01%	260
2024 Q2	$795K	Buy	7,902 +7,897	+157,940%	+$794K	﹤0.01%	217
2024 Q1	$504	Sell	5 -5,415	-100%	-$544K	﹤0.01%	247
2023 Q4	$543K	Buy	+5,420	New	+$544K	﹤0.01%	218

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

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

WCM Investment Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 90% in Q2 2026, selling an estimated $755K and leaving 872 shares worth $87.8K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

WCM Investment Management first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $844K in Q3 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

WCM Investment Management held 872 shares of iShares 0-3 Month Treasury Bond ETF worth $87.8K as of Q2 2026.
WCM Investment Management sold 7,505 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $755K.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of WCM Investment Management's portfolio in Q2 2026, its #265 holding.
WCM Investment Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
WCM Investment Management's iShares 0-3 Month Treasury Bond ETF position peaked at $844K in Q3 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on WCM Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.