Brown Advisory’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Brown Advisory’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	$6.29M	Sell	62,499 -150,303	-71%	-$15.1M	0.01%	487
2025 Q4	$21.4M	Sell	212,802 -15,079	-7%	-$1.52M	0.03%	320
2025 Q3	$22.9M	Buy	227,881 +49,087	+27%	+$4.94M	0.03%	308
2025 Q2	$18M	Buy	178,794 +147,051	+463%	+$14.8M	0.02%	328
2025 Q1	$3.2M	Sell	31,743 -18,096	-36%	-$1.82M	﹤0.01%	564
2024 Q4	$5M	Buy	49,839 +9,377	+23%	+$942K	0.01%	521
2024 Q3	$4.08M	Sell	40,462 -7,900	-16%	-$794K	0.01%	531
2024 Q2	$4.87M	Sell	48,362 -11,115	-19%	-$1.12M	0.01%	506
2024 Q1	$5.99M	Buy	59,477 +16,509	+38%	+$1.66M	0.01%	469
2023 Q4	$4.31M	Sell	42,968 -274,501	-86%	-$27.6M	0.01%	505
2023 Q3	$32M	Buy	317,469 +193,084	+155%	+$19.4M	0.05%	254
2023 Q2	$12.5M	Buy	124,385 +22,274	+22%	+$2.24M	0.02%	369
2023 Q1	$10.3M	Buy	102,111 +25,367	+33%	+$2.54M	0.02%	389
2022 Q4	$7.69M	Buy	+76,744	New	+$7.69M	0.01%	419

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

Brown Advisory's SGOV Position: Q1 2026 in Review

Brown Advisory reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 71% in Q1 2026, selling an estimated $15.1M and leaving 62,499 shares worth $6.29M. The position accounts for 0.01% of the portfolio, ranked #487.

Brown Advisory first reported a position in SGOV in Q4 2022 and has held it in 14 quarters since. The position peaked at $32M in Q3 2023. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Brown Advisory held 62,499 shares of iShares 0-3 Month Treasury Bond ETF worth $6.29M as of Q1 2026.
Brown Advisory sold 150,303 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $15.1M.
iShares 0-3 Month Treasury Bond ETF made up 0.01% of Brown Advisory's portfolio in Q1 2026, its #487 holding.
Brown Advisory first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
Brown Advisory's iShares 0-3 Month Treasury Bond ETF position peaked at $32M in Q3 2023.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.