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Woodmont Investment Counsel’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Woodmont Investment Counsel’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 		$13.7M Sell
136,041
-316
-0.2% -$31.8K 0.75% 34
2026
Q1 		$13.7M Sell
136,357
-17,504
-11% -$1.76M 0.85% 31
2025
Q4 		$15.4M Sell
153,861
-7,449
-5% -$749K 0.97% 29
2025
Q3 		$16.2M Buy
161,310
+13,302
+9% +$1.34M 1.08% 25
2025
Q2 		$14.9M Buy
148,008
+28,596
+24% +$2.87M 0.98% 26
2025
Q1 		$12M Buy
119,412
+3,994
+3% +$401K 0.87% 28
2024
Q4 		$11.6M Sell
115,418
-15,943
-12% -$1.6M 0.86% 29
2024
Q3 		$13.2M Sell
131,361
-16,085
-11% -$1.62M 1% 26
2024
Q2 		$14.8M Buy
147,446
+14,319
+11% +$1.44M 1.21% 20
2024
Q1 		$13.4M Buy
133,127
+25,241
+23% +$2.54M 1.13% 21
2023
Q4 		$10.8M Sell
107,886
-3,506
-3% -$352K 1.01% 25
2023
Q3 		$11.2M Buy
111,392
+22,140
+25% +$2.22M 1.19% 24
2023
Q2 		$8.98M Buy
89,252
+1,193
+1% +$120K 0.93% 28
2023
Q1 		$8.86M Buy
88,059
+10,608
+14% +$1.06M 0.94% 29
2022
Q4 		$7.76M Sell
77,451
-5,627
-7% -$564K 0.88% 35
2022
Q3 		$8.33M Buy
83,078
+10,651
+15% +$1.07M 1.04% 26
2022
Q2 		$7.25M Buy
72,427
+25,420
+54% +$2.54M 0.9% 32
2022
Q1 		$4.7M Sell
47,007
-1,135
-2% -$114K 0.54% 49
2021
Q4 		$4.82M Sell
48,142
-2,440
-5% -$244K 0.62% 42
2021
Q3 		$5.06M Buy
50,582
+192
+0.4% +$19.2K 0.74% 39
2021
Q2 		$5.04M Sell
50,390
-762
-1% -$76.2K 0.79% 37
2021
Q1 		$5.12M Sell
51,152
-6,363
-11% -$636K 0.87% 34
2020
Q4 		$5.75M Sell
57,515
-1,475
-3% -$148K 1.07% 26
2020
Q3 		$5.9M Buy
+58,990
New +$5.9M 1.27% 20

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

Woodmont Investment Counsel's SGOV Position: Q2 2026 in Review

Woodmont Investment Counsel reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.23% in Q2 2026, selling an estimated $31.8K and leaving 136,041 shares worth $13.7M. The position accounts for 0.75% of the portfolio, ranked #34.

Woodmont Investment Counsel first reported a position in SGOV in Q3 2020 and has held it in 24 quarters since. The position peaked at $16.2M in Q3 2025. 864 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Woodmont Investment Counsel held 136,041 shares of iShares 0-3 Month Treasury Bond ETF worth $13.7M as of Q2 2026.
  • Woodmont Investment Counsel sold 316 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $31.8K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.75% of Woodmont Investment Counsel's portfolio in Q2 2026, its #34 holding.
  • Woodmont Investment Counsel first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Woodmont Investment Counsel's iShares 0-3 Month Treasury Bond ETF position peaked at $16.2M in Q3 2025.
  • 864 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.