Cary Street Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Cary Street Partners’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	$4.22M	Sell	41,936 -3,302	-7%	-$332K	0.09%	223
2026 Q1	$4.55M	Sell	45,238 -1,706	-4%	-$171K	0.11%	191
2025 Q4	$4.71M	Buy	46,944 +2,000	+4%	+$201K	0.12%	179
2025 Q3	$4.53M	Buy	44,944 +323	+0.7%	+$32.5K	0.12%	187
2025 Q2	$4.49M	Sell	44,621 -2,124	-5%	-$214K	0.13%	182
2025 Q1	$4.71M	Sell	46,745 -4,871	-9%	-$490K	0.15%	156
2024 Q4	$5.18M	Buy	+51,616	New	+$5.18M	0.17%	133

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

Cary Street Partners's SGOV Position: Q2 2026 in Review

Cary Street Partners reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 7.3% in Q2 2026, selling an estimated $332K and leaving 41,936 shares worth $4.22M. The position accounts for 0.09% of the portfolio, ranked #223.

Cary Street Partners first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.18M in Q4 2024. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Cary Street Partners held 41,936 shares of iShares 0-3 Month Treasury Bond ETF worth $4.22M as of Q2 2026.
Cary Street Partners sold 3,302 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $332K.
iShares 0-3 Month Treasury Bond ETF made up 0.09% of Cary Street Partners's portfolio in Q2 2026, its #223 holding.
Cary Street Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $5.18M in Q4 2024.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.