Gryphon Financial Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Gryphon Financial Partners’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	$279K	Buy	2,773 +6	+0.2%	+$603	0.02%	316
2026 Q1	$279K	Sell	2,767 -101	-4%	-$10.2K	0.03%	297
2025 Q4	$288K	Buy	+2,868	New	+$288K	0.03%	281
2022 Q3	–	Sell	-609	Closed	-$61K	–	227
2022 Q2	$61K	Buy	+609	New	+$60.9K	0.01%	197

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

Gryphon Financial Partners's SGOV Position: Q2 2026 in Review

Gryphon Financial Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.22% in Q2 2026, buying an estimated $603 and bringing the position to 2,773 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #316.

Gryphon Financial Partners first reported a position in SGOV in Q2 2022 and has held it in 4 quarters since. The position peaked at $288K in Q4 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Gryphon Financial Partners held 2,773 shares of iShares 0-3 Month Treasury Bond ETF worth $279K as of Q2 2026.
Gryphon Financial Partners bought 6 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $603.
iShares 0-3 Month Treasury Bond ETF made up 0.02% of Gryphon Financial Partners's portfolio in Q2 2026, its #316 holding.
Gryphon Financial Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 4 quarters since.
Gryphon Financial Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $288K in Q4 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Gryphon Financial Partners's 13F filing for Q2 2026, filed 5 Aug 2026.