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 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 $1.37T 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

Central Trust Company's SGOV Position: Q1 2026 in Review

Central Trust Company increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 10% in Q1 2026, buying an estimated $1.41M and bringing the position to 149,808 shares worth $15.1M. The position accounts for 0.3% of the portfolio, ranked #62.

Central Trust Company first reported a position in SGOV in Q2 2023 and has held it in 12 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Central Trust Company held 149,808 shares of iShares 0-3 Month Treasury Bond ETF worth $15.1M as of Q1 2026.
Central Trust Company bought 14,035 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.41M.
iShares 0-3 Month Treasury Bond ETF made up 0.3% of Central Trust Company's portfolio in Q1 2026, its #62 holding.
Central Trust Company first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Central Trust Company's 13F filing for Q1 2026, filed 17 Apr 2026.