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Fiduciary Trust’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Fiduciary Trust’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 		$1.62M Sell
16,113
-1,050
-6% -$106K 0.02% 315
2025
Q4 		$1.72M Buy
17,163
+9,200
+116% +$925K 0.02% 306
2025
Q3 		$802K Buy
+7,963
New +$801K 0.01% 460

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 $6.11B AUM 33.56% 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

Fiduciary Trust's SGOV Position: Q1 2026 in Review

Fiduciary Trust reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 6.1% in Q1 2026, selling an estimated $106K and leaving 16,113 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #315.

Fiduciary Trust first reported a position in SGOV in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.72M in Q4 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Fiduciary Trust held 16,113 shares of iShares 0-3 Month Treasury Bond ETF worth $1.62M as of Q1 2026.
  • Fiduciary Trust 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 0.02% of Fiduciary Trust's portfolio in Q1 2026, its #315 holding.
  • Fiduciary Trust first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Fiduciary Trust's iShares 0-3 Month Treasury Bond ETF position peaked at $1.72M in Q4 2025.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.