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Laird Norton Wetherby Trust Company’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Laird Norton Wetherby Trust Company’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 		– Sell
-4,126
Closed -$414K – 1039
2025
Q4 		$414K Buy
+4,126
New +$415K 0.01% 779
2023
Q3 		– Sell
-4,935
Closed -$497K – 121
2023
Q2 		$497K Buy
+4,935
New +$496K 0.06% 65

Other funds holding SGOV

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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Laird Norton Wetherby Trust Company's SGOV Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026, closing a stake of 4,126 shares — an estimated $414K sold.

Laird Norton Wetherby Trust Company first reported a position in SGOV in Q2 2023 and held it in 2 quarters. The position peaked at $497K in Q2 2023. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Laird Norton Wetherby Trust Company reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Laird Norton Wetherby Trust Company sold 4,126 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $414K.
  • Laird Norton Wetherby Trust Company first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and held it in 2 quarters.
  • Laird Norton Wetherby Trust Company's iShares 0-3 Month Treasury Bond ETF position peaked at $497K in Q2 2023.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.