Central Trust Company’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Central Trust Company’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	$12.6M	Sell	124,852 -24,956	-17%	-$2.51M	0.23%	78
2026 Q1	$15.1M	Buy	149,808 +14,035	+10%	+$1.41M	0.3%	62
2025 Q4	$13.6M	Buy	135,773 +6,484	+5%	+$652K	0.27%	67
2025 Q3	$13M	Buy	129,289 +29,789	+30%	+$3M	0.27%	65
2025 Q2	$10M	Buy	99,500 +7,451	+8%	+$749K	0.23%	77
2025 Q1	$9.27M	Buy	92,049 +2,781	+3%	+$280K	0.23%	78
2024 Q4	$8.96M	Sell	89,268 -496	-0.6%	-$49.8K	0.22%	82
2024 Q3	$9.04M	Buy	89,764 +2,487	+3%	+$250K	0.21%	83
2024 Q2	$8.79M	Buy	87,277 +62,720	+255%	+$6.3M	0.22%	86
2024 Q1	$2.47M	Buy	24,557 +8,417	+52%	+$846K	0.06%	206
2023 Q4	$1.62M	Buy	16,140 +9,503	+143%	+$954K	0.04%	251
2023 Q3	$668K	Sell	6,637 -11,817	-64%	-$1.19M	0.02%	361
2023 Q2	$1.86M	Buy	+18,454	New	+$1.85M	0.05%	225

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

Central Trust Company's SGOV Position: Q2 2026 in Review

Central Trust Company reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 17% in Q2 2026, selling an estimated $2.51M and leaving 124,852 shares worth $12.6M. The position accounts for 0.23% of the portfolio, ranked #78.

Central Trust Company first reported a position in SGOV in Q2 2023 and has held it in 13 quarters since. The position peaked at $15.1M in Q1 2026. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Central Trust Company held 124,852 shares of iShares 0-3 Month Treasury Bond ETF worth $12.6M as of Q2 2026.
Central Trust Company sold 24,956 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.51M.
iShares 0-3 Month Treasury Bond ETF made up 0.23% of Central Trust Company's portfolio in Q2 2026, its #78 holding.
Central Trust Company first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
Central Trust Company's iShares 0-3 Month Treasury Bond ETF position peaked at $15.1M in Q1 2026.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Central Trust Company's 13F filing for Q2 2026, filed 31 Jul 2026.