Baxter Bros Inc’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Baxter Bros Inc’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 Q3	$1.23M	Buy	+12,230	New	+$1.23M	0.14%	89
2024 Q3	–	Sell	-2,655	Closed	-$267K	–	159
2024 Q2	$267K	Buy	2,655 +35	+1%	+$3.52K	0.04%	134
2024 Q1	$264K	Buy	2,620 +22	+0.8%	+$2.21K	0.03%	134
2023 Q4	$260K	Sell	2,598 -1,840	-41%	-$185K	0.04%	133
2023 Q3	$447K	Buy	+4,438	New	+$446K	0.07%	107

Other funds holding SGOV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Baxter Bros Inc's SGOV Position: Q3 2026 in Review

Baxter Bros Inc opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026: 12,230 shares worth $1.23M. The stake represents 0.14% of the portfolio and ranks #89 among its holdings. This is a return to the name: Baxter Bros Inc previously reported a position in SGOV as recently as Q2 2024.

Baxter Bros Inc first reported a position in SGOV in Q3 2023 and has held it in 5 quarters since. 932 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Baxter Bros Inc held 12,230 shares of iShares 0-3 Month Treasury Bond ETF worth $1.23M as of Q3 2026.
iShares 0-3 Month Treasury Bond ETF was a new Baxter Bros Inc position in Q3 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.14% of Baxter Bros Inc's portfolio in Q3 2026, its #89 holding.
Baxter Bros Inc first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 5 quarters since.
932 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Baxter Bros Inc's 13F filing for Q3 2026, filed 4 Nov 2026.