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 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 $1.37T 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

Greenspring Advisors's SGOV Position: Q1 2026 in Review

Greenspring Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 9.7% in Q1 2026, buying an estimated $574K and bringing the position to 64,477 shares worth $6.49M. The position accounts for 0.4% of the portfolio, ranked #31.

Greenspring Advisors first reported a position in SGOV in Q2 2022 and has held it in 11 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Greenspring Advisors held 64,477 shares of iShares 0-3 Month Treasury Bond ETF worth $6.49M as of Q1 2026.
Greenspring Advisors bought 5,710 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $574K.
iShares 0-3 Month Treasury Bond ETF made up 0.4% of Greenspring Advisors's portfolio in Q1 2026, its #31 holding.
Greenspring Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 11 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Greenspring Advisors's 13F filing for Q1 2026, filed 5 May 2026.