Dixon Mitchell Investment Counsel’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Dixon Mitchell Investment Counsel’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	$145K	Sell	1,436 -602	-30%	-$60.5K	0.01%	95
2025 Q4	$205K	Sell	2,038 -196,609	-99%	-$19.8M	0.01%	75
2025 Q3	$20M	Buy	198,647 +197,175	+13,395%	+$19.8M	0.71%	36
2025 Q2	$148K	Hold	1,472	–	–	0.01%	53
2025 Q1	$148K	Hold	1,472	–	–	0.01%	54
2024 Q4	$148K	Hold	1,472	–	–	0.01%	56
2024 Q3	$148K	Buy	1,472 +1,409	+2,237%	+$142K	0.01%	56
2024 Q2	$6.34K	Buy	+63	New	+$6.33K	﹤0.01%	119

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 $8.4B AUM 51.89% 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

Dixon Mitchell Investment Counsel's SGOV Position: Q1 2026 in Review

Dixon Mitchell Investment Counsel reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 30% in Q1 2026, selling an estimated $60.5K and leaving 1,436 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #95.

Dixon Mitchell Investment Counsel first reported a position in SGOV in Q2 2024 and has held it in 8 quarters since. The position peaked at $20M in Q3 2025. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Dixon Mitchell Investment Counsel held 1,436 shares of iShares 0-3 Month Treasury Bond ETF worth $145K as of Q1 2026.
Dixon Mitchell Investment Counsel sold 602 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $60.5K.
iShares 0-3 Month Treasury Bond ETF made up 0.01% of Dixon Mitchell Investment Counsel's portfolio in Q1 2026, its #95 holding.
Dixon Mitchell Investment Counsel first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
Dixon Mitchell Investment Counsel's iShares 0-3 Month Treasury Bond ETF position peaked at $20M in Q3 2025.
1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Dixon Mitchell Investment Counsel's 13F filing for Q1 2026, filed 14 May 2026.