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 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Blue Trust Inc's SGOV Position: Q1 2026 in Review

Blue Trust Inc increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.4% in Q1 2026, buying an estimated $90.4K and bringing the position to 21,154 shares worth $2.13M. The position accounts for 0.02% of the portfolio, ranked #179.

Blue Trust Inc first reported a position in SGOV in Q2 2022 and has held it in 16 quarters since. The position peaked at $73.9M in Q3 2024. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Blue Trust Inc held 21,154 shares of iShares 0-3 Month Treasury Bond ETF worth $2.13M as of Q1 2026.
Blue Trust Inc bought 899 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $90.4K.
iShares 0-3 Month Treasury Bond ETF made up 0.02% of Blue Trust Inc's portfolio in Q1 2026, its #179 holding.
Blue Trust Inc first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 16 quarters since.
Blue Trust Inc's iShares 0-3 Month Treasury Bond ETF position peaked at $73.9M in Q3 2024.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.