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

Blue Trust 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 Q2	$8.63M	Buy	85,751 +64,597	+305%	+$6.49M	0.09%	67
2026 Q1	$2.13M	Buy	21,154 +899	+4%	+$90.4K	0.02%	179
2025 Q4	$2.03M	Sell	20,255 -6,940	-26%	-$697K	0.02%	189
2025 Q3	$2.74M	Sell	27,195 -27,130	-50%	-$2.73M	0.03%	151
2025 Q2	$5.47M	Sell	54,325 -29,593	-35%	-$2.97M	0.06%	93
2025 Q1	$8.45M	Buy	83,918 +7,212	+9%	+$725K	0.11%	61
2024 Q4	$7.7M	Sell	76,706 -657,428	-90%	-$66M	0.1%	67
2024 Q3	$73.9M	Buy	734,134 +255,060	+53%	+$25.6M	0.96%	24
2024 Q2	$48.2M	Sell	479,074 -275	-0.1%	-$27.6K	0.66%	26
2024 Q1	$48.3M	Buy	479,349 +380,504	+385%	+$38.2M	0.68%	26
2023 Q4	$9.95M	Sell	98,845 -10,568	-10%	-$1.06M	0.16%	41
2023 Q3	$11M	Sell	109,413 -58,841	-35%	-$5.91M	0.17%	44
2023 Q2	$16.9M	Sell	168,254 -50,528	-23%	-$5.07M	0.27%	36
2023 Q1	$21.9M	Sell	218,782 -99,012	-31%	-$9.93M	0.36%	36
2022 Q4	$31.9M	Sell	317,794 -39,079	-11%	-$3.92M	0.57%	30
2022 Q3	$35.7M	Sell	356,873 -6,722	-2%	-$673K	0.63%	27
2022 Q2	$36.4M	Buy	+363,595	New	+$36.4M	0.57%	28

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

Blue Trust Inc's SGOV Position: Q2 2026 in Review

Blue Trust Inc increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 305% in Q2 2026, buying an estimated $6.49M and bringing the position to 85,751 shares worth $8.63M. The position accounts for 0.09% of the portfolio, ranked #67.

Blue Trust Inc first reported a position in SGOV in Q2 2022 and has held it in 17 quarters since. The position peaked at $73.9M in Q3 2024. 1,303 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Blue Trust Inc held 85,751 shares of iShares 0-3 Month Treasury Bond ETF worth $8.63M as of Q2 2026.
Blue Trust Inc bought 64,597 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $6.49M.
iShares 0-3 Month Treasury Bond ETF made up 0.09% of Blue Trust Inc's portfolio in Q2 2026, its #67 holding.
Blue Trust Inc first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
Blue Trust Inc's iShares 0-3 Month Treasury Bond ETF position peaked at $73.9M in Q3 2024.
1,303 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.