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 Q3	$30.2K	Sell	300 -100	-25%	-$10.1K	﹤0.01%	515
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

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

DWMS

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Grove Bank & Trust's SGOV Position: Q3 2026 in Review

Grove Bank & Trust reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 25% in Q3 2026, selling an estimated $10.1K and leaving 300 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Grove Bank & Trust first reported a position in SGOV in Q2 2025 and has held it in 6 quarters since. The position peaked at $40.3K in Q3 2025. 70 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Grove Bank & Trust held 300 shares of iShares 0-3 Month Treasury Bond ETF worth $30.2K as of Q3 2026.
Grove Bank & Trust sold 100 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $10.1K.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #515 holding.
Grove Bank & Trust first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 6 quarters since.
Grove Bank & Trust's iShares 0-3 Month Treasury Bond ETF position peaked at $40.3K in Q3 2025.
70 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.