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Arlington Trust’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Arlington Trust’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 		$43K Buy
+427
New +$42.9K ﹤0.01% 289
2024
Q2 		– Sell
-11
Closed -$1.11K – 571
2024
Q1 		$1.11K Buy
+11
New +$1.11K ﹤0.01% 471

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arlington Trust's SGOV Position: Q2 2026 in Review

Arlington Trust opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 427 shares worth $43K. The stake represents ﹤0.01% of the portfolio and ranks #289 among its holdings. This is a return to the name: Arlington Trust previously reported a position in SGOV as recently as Q1 2024.

Arlington Trust first reported a position in SGOV in Q1 2024 and has held it in 2 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Arlington Trust held 427 shares of iShares 0-3 Month Treasury Bond ETF worth $43K as of Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Arlington Trust position in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #289 holding.
  • Arlington Trust first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 2 quarters since.
  • 1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.