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Grove Bank & Trust’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Grove Bank & 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
Q2 		$40.3K Hold
400
– – ﹤0.01% 464
2026
Q1 		$40.3K Hold
400
– – ﹤0.01% 449
2025
Q4 		$40.2K Hold
400
– – ﹤0.01% 446
2025
Q3 		$40.3K Hold
400
– – ﹤0.01% 443
2025
Q2 		$40.3K Buy
+400
New +$40.2K 0.01% 441

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Grove Bank & Trust's SGOV Position: Q2 2026 in Review

Grove Bank & Trust held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 400 shares worth $40.3K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Grove Bank & Trust first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. The position peaked at $40.3K in Q3 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Grove Bank & Trust held 400 shares of iShares 0-3 Month Treasury Bond ETF worth $40.3K as of Q2 2026.
  • Grove Bank & Trust left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #464 holding.
  • Grove Bank & Trust first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Grove Bank & Trust's iShares 0-3 Month Treasury Bond ETF position peaked at $40.3K in Q3 2025.
  • 1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.