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Choate Investment Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Choate Investment Advisors’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 		$2.62M Sell
26,069
-2,777
-10% -$279K 0.05% 136
2025
Q4 		$2.9M Sell
28,846
-5,664
-16% -$569K 0.06% 122
2025
Q3 		$3.48M Sell
34,510
-1,704,981
-98% -$171M 0.07% 109
2025
Q2 		$175M Buy
1,739,491
+955,843
+122% +$96.1M 3.8% 3
2025
Q1 		$78.9M Buy
783,648
+773,141
+7,358% +$77.7M 1.96% 8
2024
Q4 		$1.05M Buy
10,507
+805
+8% +$80.9K 0.03% 185
2024
Q3 		$977K Sell
9,702
-338
-3% -$34K 0.02% 201
2024
Q2 		$1.01M Sell
10,040
-85
-0.8% -$8.54K 0.03% 189
2024
Q1 		$1.02M Sell
10,125
-10,150
-50% -$1.02M 0.03% 200
2023
Q4 		$2.03M Sell
20,275
-205
-1% -$20.6K 0.06% 127
2023
Q3 		$2.06M Hold
20,480
– – 0.08% 107
2023
Q2 		$2.06M Sell
20,480
-6,432
-24% -$646K 0.09% 91
2023
Q1 		$2.71M Sell
26,912
-46,705
-63% -$4.69M 0.13% 69
2022
Q4 		$7.37M Sell
73,617
-1,785,503
-96% -$179M 0.44% 28
2022
Q3 		$186M Buy
1,859,120
+486,607
+35% +$48.7M 12.28% 3
2022
Q2 		$137M Buy
1,372,513
+633,406
+86% +$63.4M 8.34% 3
2022
Q1 		$73.9M Buy
739,107
+69,837
+10% +$6.99M 3.93% 5
2021
Q4 		$66.9M Buy
669,270
+140,418
+27% +$14M 3.91% 5
2021
Q3 		$52.9M Buy
+528,852
New +$52.9M 3.38% 5

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Choate Investment Advisors's SGOV Position: Q1 2026 in Review

Choate Investment Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 9.6% in Q1 2026, selling an estimated $279K and leaving 26,069 shares worth $2.62M. The position accounts for 0.05% of the portfolio, ranked #136.

Choate Investment Advisors first reported a position in SGOV in Q3 2021 and has held it in 19 quarters since. The position peaked at $186M in Q3 2022. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Choate Investment Advisors held 26,069 shares of iShares 0-3 Month Treasury Bond ETF worth $2.62M as of Q1 2026.
  • Choate Investment Advisors sold 2,777 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $279K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.05% of Choate Investment Advisors's portfolio in Q1 2026, its #136 holding.
  • Choate Investment Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • Choate Investment Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $186M in Q3 2022.
  • 1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.