WB
SGOV icon

WesBanco Bank’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

WesBanco Bank’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 		$1.87M Sell
18,616
-10,684
-36% -$1.07M 0.05% 282
2026
Q1 		$2.95M Sell
29,300
-173
-0.6% -$17.4K 0.08% 181
2025
Q4 		$2.96M Sell
29,473
-7,433
-20% -$747K 0.08% 176
2025
Q3 		$3.72M Buy
36,906
+10,568
+40% +$1.06M 0.1% 156
2025
Q2 		$2.65M Buy
+26,338
New +$2.65M 0.08% 195

Other funds holding SGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

WesBanco Bank's SGOV Position: Q2 2026 in Review

WesBanco Bank reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 36% in Q2 2026, selling an estimated $1.07M and leaving 18,616 shares worth $1.87M. The position accounts for 0.05% of the portfolio, ranked #282.

WesBanco Bank first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.72M in Q3 2025. 864 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • WesBanco Bank held 18,616 shares of iShares 0-3 Month Treasury Bond ETF worth $1.87M as of Q2 2026.
  • WesBanco Bank sold 10,684 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.07M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.05% of WesBanco Bank's portfolio in Q2 2026, its #282 holding.
  • WesBanco Bank first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • WesBanco Bank's iShares 0-3 Month Treasury Bond ETF position peaked at $3.72M in Q3 2025.
  • 864 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on WesBanco Bank's 13F filing for Q2 2026, filed 28 Jul 2026.