Box Hill Private Wealth’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Box Hill Private Wealth’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	$1.27M	Buy	+12,632	New	+$1.27M	0.92%	26

Other funds holding SGOV

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

Ridgewood Investments Springfield, New Jersey $271M AUM

Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Polaris Financial Partners Westerville, Ohio $223M AUM

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return

Box Hill Private Wealth's SGOV Position: Q3 2026 in Review

Box Hill Private Wealth opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026: 12,632 shares worth $1.27M. The stake represents 0.92% of the portfolio and ranks #26 among its holdings.

14 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Box Hill Private Wealth held 12,632 shares of iShares 0-3 Month Treasury Bond ETF worth $1.27M as of Q3 2026.
iShares 0-3 Month Treasury Bond ETF was a new Box Hill Private Wealth position in Q3 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.92% of Box Hill Private Wealth's portfolio in Q3 2026, its #26 holding.
14 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.