ZIM
SGOV icon

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

Zacks 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
Q1 		$3.35M Sell
33,297
-6,006
-15% -$604K 0.03% 277
2025
Q4 		$3.95M Sell
39,303
-9,543
-20% -$959K 0.03% 261
2025
Q3 		$4.92M Buy
+48,846
New +$4.91M 0.04% 218
2022
Q1 		– Sell
-7,415
Closed -$742K – 654
2021
Q4 		$742K Buy
+7,415
New +$742K 0.01% 409

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Zacks Investment Management's SGOV Position: Q1 2026 in Review

Zacks Investment Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 15% in Q1 2026, selling an estimated $604K and leaving 33,297 shares worth $3.35M. The position accounts for 0.03% of the portfolio, ranked #277.

Zacks Investment Management first reported a position in SGOV in Q4 2021 and has held it in 4 quarters since. The position peaked at $4.92M in Q3 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Zacks Investment Management held 33,297 shares of iShares 0-3 Month Treasury Bond ETF worth $3.35M as of Q1 2026.
  • Zacks Investment Management sold 6,006 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $604K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.03% of Zacks Investment Management's portfolio in Q1 2026, its #277 holding.
  • Zacks Investment Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2021 and has held it in 4 quarters since.
  • Zacks Investment Management's iShares 0-3 Month Treasury Bond ETF position peaked at $4.92M in Q3 2025.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.