Hilltop Holdings’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Hilltop Holdings’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	$14M	Buy	138,863 +6,259	+5%	+$629K	1.26%	12
2025 Q4	$13.3M	Buy	132,604 +55,941	+73%	+$5.62M	0.79%	16
2025 Q3	$7.72M	Sell	76,663 -32,262	-30%	-$3.24M	0.41%	42
2025 Q2	$11M	Buy	108,925 +7,826	+8%	+$787K	0.7%	18
2025 Q1	$10.2M	Buy	101,099 +29,289	+41%	+$2.94M	0.64%	24
2024 Q4	$7.2M	Sell	71,810 -38,367	-35%	-$3.85M	0.45%	44
2024 Q3	$11.1M	Buy	110,177 +70,149	+175%	+$7.05M	0.71%	20
2024 Q2	$4.03M	Sell	40,028 -28,309	-41%	-$2.85M	0.47%	43
2024 Q1	$6.88M	Buy	68,337 +37,146	+119%	+$3.73M	0.71%	24
2023 Q4	$3.13M	Buy	31,191 +2,773	+10%	+$278K	0.35%	72
2023 Q3	$2.86M	Buy	28,418 +15,116	+114%	+$1.52M	0.33%	76
2023 Q2	$1.34M	Buy	13,302 +3,935	+42%	+$395K	0.16%	149
2023 Q1	$942K	Buy	9,367 +5,958	+175%	+$598K	0.12%	170
2022 Q4	$341K	Buy	+3,409	New	+$342K	0.04%	359

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

Hilltop Holdings's SGOV Position: Q1 2026 in Review

Hilltop Holdings increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.7% in Q1 2026, buying an estimated $629K and bringing the position to 138,863 shares worth $14M. The position accounts for 1.26% of the portfolio, ranked #12.

Hilltop Holdings first reported a position in SGOV in Q4 2022 and has held it in 14 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Hilltop Holdings held 138,863 shares of iShares 0-3 Month Treasury Bond ETF worth $14M as of Q1 2026.
Hilltop Holdings bought 6,259 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $629K.
iShares 0-3 Month Treasury Bond ETF made up 1.26% of Hilltop Holdings's portfolio in Q1 2026, its #12 holding.
Hilltop Holdings first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Hilltop Holdings's 13F filing for Q1 2026, filed 14 May 2026.