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

ZWJ 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	$2.58M	Buy	25,664 +7,286	+40%	+$733K	0.08%	92
2026 Q1	$1.85M	Buy	18,378 +3,845	+26%	+$387K	0.07%	101
2025 Q4	$1.46M	Buy	14,533 +3,446	+31%	+$346K	0.05%	103
2025 Q3	$1.12M	Buy	11,087 +2,006	+22%	+$202K	0.04%	116
2025 Q2	$914K	Buy	9,081 +5,753	+173%	+$578K	0.03%	117
2025 Q1	$335K	Buy	+3,328	New	+$334K	0.01%	175
2024 Q3	–	Sell	-2,099	Closed	-$211K	–	245
2024 Q2	$211K	Buy	+2,099	New	+$211K	0.01%	212

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

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

ZWJ Investment Counsel increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 40% in Q2 2026, buying an estimated $733K and bringing the position to 25,664 shares worth $2.58M. The position accounts for 0.08% of the portfolio, ranked #92.

ZWJ Investment Counsel first reported a position in SGOV in Q2 2024 and has held it in 7 quarters since. 648 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

ZWJ Investment Counsel held 25,664 shares of iShares 0-3 Month Treasury Bond ETF worth $2.58M as of Q2 2026.
ZWJ Investment Counsel bought 7,286 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $733K.
iShares 0-3 Month Treasury Bond ETF made up 0.08% of ZWJ Investment Counsel's portfolio in Q2 2026, its #92 holding.
ZWJ Investment Counsel first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 7 quarters since.
648 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.