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Citizens National Bank Trust Department’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Citizens National Bank Trust Department’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 		$1.68M Sell
16,650
-600
-3% -$60.3K 0.25% 90
2026
Q1 		$1.74M Sell
17,250
-3,000
-15% -$302K 0.29% 86
2025
Q4 		$2.03M Buy
+20,250
New +$2.04M 0.35% 77

Other funds holding SGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Citizens National Bank Trust Department's SGOV Position: Q2 2026 in Review

Citizens National Bank Trust Department reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3.5% in Q2 2026, selling an estimated $60.3K and leaving 16,650 shares worth $1.68M. The position accounts for 0.25% of the portfolio, ranked #90.

Citizens National Bank Trust Department first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.03M in Q4 2025. 864 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Citizens National Bank Trust Department held 16,650 shares of iShares 0-3 Month Treasury Bond ETF worth $1.68M as of Q2 2026.
  • Citizens National Bank Trust Department sold 600 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $60.3K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.25% of Citizens National Bank Trust Department's portfolio in Q2 2026, its #90 holding.
  • Citizens National Bank Trust Department first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Citizens National Bank Trust Department's iShares 0-3 Month Treasury Bond ETF position peaked at $2.03M in Q4 2025.
  • 864 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2026, filed 22 Jul 2026.