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HM Payson & Co’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

HM Payson & Co’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 		$13.3M Buy
132,457
+73,085
+123% +$7.35M 0.18% 83
2026
Q1 		$5.98M Buy
59,372
+16,464
+38% +$1.66M 0.09% 105
2025
Q4 		$4.31M Sell
42,908
-41,321
-49% -$4.15M 0.06% 122
2025
Q3 		$8.48M Buy
84,229
+6,039
+8% +$607K 0.12% 83
2025
Q2 		$7.87M Buy
+78,190
New +$7.86M 0.12% 81
2025
Q1 		– Sell
-10,000
Closed -$1M – 1073
2024
Q4 		$1M Hold
10,000
– – 0.02% 211
2024
Q3 		$1.01M Buy
+10,000
New +$1.01M 0.02% 215

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

HM Payson & Co's SGOV Position: Q2 2026 in Review

HM Payson & Co increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 123% in Q2 2026, buying an estimated $7.35M and bringing the position to 132,457 shares worth $13.3M. The position accounts for 0.18% of the portfolio, ranked #83.

HM Payson & Co first reported a position in SGOV in Q3 2024 and has held it in 7 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • HM Payson & Co held 132,457 shares of iShares 0-3 Month Treasury Bond ETF worth $13.3M as of Q2 2026.
  • HM Payson & Co bought 73,085 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $7.35M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.18% of HM Payson & Co's portfolio in Q2 2026, its #83 holding.
  • HM Payson & Co first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.