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 Q2	$2.79M	Sell	27,691 -5,606	-17%	-$564K	0.02%	329
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 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

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

Zacks Investment Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 17% in Q2 2026, selling an estimated $564K and leaving 27,691 shares worth $2.79M. The position accounts for 0.02% of the portfolio, ranked #329.

Zacks Investment Management first reported a position in SGOV in Q4 2021 and has held it in 5 quarters since. The position peaked at $4.92M in Q3 2025. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Zacks Investment Management held 27,691 shares of iShares 0-3 Month Treasury Bond ETF worth $2.79M as of Q2 2026.
Zacks Investment Management sold 5,606 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $564K.
iShares 0-3 Month Treasury Bond ETF made up 0.02% of Zacks Investment Management's portfolio in Q2 2026, its #329 holding.
Zacks Investment Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2021 and has held it in 5 quarters since.
Zacks Investment Management's iShares 0-3 Month Treasury Bond ETF position peaked at $4.92M in Q3 2025.
1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

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