Greenspring Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Greenspring Advisors’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	$5.96M	Sell	59,189 -5,288	-8%	-$532K	0.33%	41
2026 Q1	$6.49M	Buy	64,477 +5,710	+10%	+$574K	0.4%	31
2025 Q4	$5.9M	Buy	58,767 +27,727	+89%	+$2.79M	0.36%	35
2025 Q3	$3.13M	Buy	+31,040	New	+$3.12M	0.55%	13
2025 Q1	$3.83M	Buy	38,055 +1,644	+5%	+$165K	0.91%	11
2024 Q4	$3.65M	Buy	36,411 +5,149	+16%	+$517K	0.8%	12
2024 Q3	$3.15M	Buy	31,262 +15,725	+101%	+$1.58M	0.69%	12
2024 Q2	$1.56M	Buy	15,537 +4,411	+40%	+$443K	0.38%	18
2024 Q1	$1.12M	Buy	11,126 +5,452	+96%	+$548K	0.28%	25
2023 Q4	$569K	Buy	5,674 +3,187	+128%	+$320K	0.16%	35
2023 Q3	$250K	Buy	+2,487	New	+$250K	0.08%	45
2022 Q3	–	Sell	-3,403	Closed	-$341K	–	112
2022 Q2	$341K	Buy	+3,403	New	+$340K	0.1%	78

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Greenspring Advisors's SGOV Position: Q2 2026 in Review

Greenspring Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 8.2% in Q2 2026, selling an estimated $532K and leaving 59,189 shares worth $5.96M. The position accounts for 0.33% of the portfolio, ranked #41.

Greenspring Advisors first reported a position in SGOV in Q2 2022 and has held it in 12 quarters since. The position peaked at $6.49M in Q1 2026. 1,309 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Greenspring Advisors held 59,189 shares of iShares 0-3 Month Treasury Bond ETF worth $5.96M as of Q2 2026.
Greenspring Advisors sold 5,288 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $532K.
iShares 0-3 Month Treasury Bond ETF made up 0.33% of Greenspring Advisors's portfolio in Q2 2026, its #41 holding.
Greenspring Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 12 quarters since.
Greenspring Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $6.49M in Q1 2026.
1,309 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Greenspring Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.