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 Q2	$8.94M	Sell	88,854 -50,009	-36%	-$5.03M	0.69%	27
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 $1.55T 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

Hilltop Holdings's SGOV Position: Q2 2026 in Review

Hilltop Holdings reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 36% in Q2 2026, selling an estimated $5.03M and leaving 88,854 shares worth $8.94M. The position accounts for 0.69% of the portfolio, ranked #27.

Hilltop Holdings first reported a position in SGOV in Q4 2022 and has held it in 15 quarters since. The position peaked at $14M in Q1 2026. 1,305 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Hilltop Holdings held 88,854 shares of iShares 0-3 Month Treasury Bond ETF worth $8.94M as of Q2 2026.
Hilltop Holdings sold 50,009 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $5.03M.
iShares 0-3 Month Treasury Bond ETF made up 0.69% of Hilltop Holdings's portfolio in Q2 2026, its #27 holding.
Hilltop Holdings first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Hilltop Holdings's iShares 0-3 Month Treasury Bond ETF position peaked at $14M in Q1 2026.
1,305 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Hilltop Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.