Community Bank’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Community Bank’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	$2.52K	Sell	25 -257	-91%	-$25.8K	﹤0.01%	478
2025 Q4	$28.3K	Sell	282 -118	-30%	-$11.9K	﹤0.01%	358
2025 Q3	$40.3K	Hold	400	–	–	﹤0.01%	318
2025 Q2	$40.3K	Sell	400 -19	-5%	-$1.91K	0.01%	265
2025 Q1	$42.2K	Sell	419 -1,213	-74%	-$122K	0.01%	267
2024 Q4	$164K	Sell	1,632 -234	-13%	-$23.5K	0.02%	213
2024 Q3	$188K	Sell	1,866 -37	-2%	-$3.72K	0.02%	212
2024 Q2	$192K	Sell	1,903 -171	-8%	-$17.2K	0.03%	209
2024 Q1	$209K	Buy	2,074 +253	+14%	+$25.4K	0.03%	207
2023 Q4	$183K	Sell	1,821 -1,214	-40%	-$122K	0.02%	211
2023 Q3	$306K	Sell	3,035 -92	-3%	-$9.24K	0.04%	189
2023 Q2	$315K	Buy	3,127 +1,002	+47%	+$101K	0.04%	190
2023 Q1	$214K	Buy	2,125 +965	+83%	+$96.8K	0.03%	214
2022 Q4	$116K	Buy	+1,160	New	+$116K	0.02%	241

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

Community Bank's SGOV Position: Q1 2026 in Review

Community Bank reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 91% in Q1 2026, selling an estimated $25.8K and leaving 25 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Community Bank first reported a position in SGOV in Q4 2022 and has held it in 14 quarters since. The position peaked at $315K in Q2 2023. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Community Bank held 25 shares of iShares 0-3 Month Treasury Bond ETF worth $2.52K as of Q1 2026.
Community Bank sold 257 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $25.8K.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Community Bank's portfolio in Q1 2026, its #478 holding.
Community Bank first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
Community Bank's iShares 0-3 Month Treasury Bond ETF position peaked at $315K in Q2 2023.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Community Bank's 13F filing for Q1 2026, filed 12 May 2026.