Edmond de Rothschild Holding’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Edmond de Rothschild Holding’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	$69K	Sell	685 -1,050	-61%	-$106K	﹤0.01%	431
2025 Q4	$174K	Hold	1,735	–	–	﹤0.01%	389
2025 Q3	$175K	Hold	1,735	–	–	﹤0.01%	397
2025 Q2	$175K	Sell	1,735 -15,726	-90%	-$1.58M	﹤0.01%	389
2025 Q1	$1.76M	Buy	17,461 +15,726	+906%	+$1.58M	0.03%	230
2024 Q4	$174K	Buy	+1,735	New	+$174K	﹤0.01%	417
2024 Q1	–	Sell	-2,541	Closed	-$255K	–	714
2023 Q4	$255K	Hold	2,541	–	–	﹤0.01%	407
2023 Q3	$256K	Sell	2,541 -4,684	-65%	-$470K	0.01%	404
2023 Q2	$727K	Buy	+7,225	New	+$725K	0.01%	352

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

Edmond de Rothschild Holding's SGOV Position: Q1 2026 in Review

Edmond de Rothschild Holding reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 61% in Q1 2026, selling an estimated $106K and leaving 685 shares worth $69K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Edmond de Rothschild Holding first reported a position in SGOV in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.76M in Q1 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Edmond de Rothschild Holding held 685 shares of iShares 0-3 Month Treasury Bond ETF worth $69K as of Q1 2026.
Edmond de Rothschild Holding sold 1,050 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $106K.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Edmond de Rothschild Holding's portfolio in Q1 2026, its #431 holding.
Edmond de Rothschild Holding first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 9 quarters since.
Edmond de Rothschild Holding's iShares 0-3 Month Treasury Bond ETF position peaked at $1.76M in Q1 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2026, filed 13 May 2026.