Mercer Global Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Mercer Global Advisors’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	$33.8M	Sell	335,653 -94,788	-22%	-$9.53M	0.05%	232
2025 Q4	$43.2M	Sell	430,441 -36,845	-8%	-$3.7M	0.07%	183
2025 Q3	$47.1M	Buy	467,286 +447,502	+2,262%	+$45M	0.08%	153
2025 Q2	$1.99M	Buy	19,784 +15,213	+333%	+$1.53M	﹤0.01%	891
2025 Q1	$460K	Sell	4,571 -2,851	-38%	-$287K	﹤0.01%	1520
2024 Q4	$745K	Buy	7,422 +1,419	+24%	+$143K	﹤0.01%	1237
2024 Q3	$604K	Sell	6,003 -296	-5%	-$29.8K	﹤0.01%	1243
2024 Q2	$634K	Sell	6,299 -855	-12%	-$85.9K	﹤0.01%	1178
2024 Q1	$729K	Buy	7,154 +3,951	+123%	+$397K	﹤0.01%	1090
2023 Q4	$321K	Sell	3,203 -786	-20%	-$78.9K	﹤0.01%	1569
2023 Q3	$402K	Sell	3,989 -1,573	-28%	-$158K	﹤0.01%	1362
2023 Q2	$560K	Sell	5,562 -24,418	-81%	-$2.45M	﹤0.01%	1177
2023 Q1	$3.02M	Buy	29,980 +1,855	+7%	+$186K	0.01%	571
2022 Q4	$2.82M	Buy	28,125 +5,859	+26%	+$587K	0.01%	594
2022 Q3	$2.23M	Buy	+22,266	New	+$2.23M	0.01%	601

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

Mercer Global Advisors's SGOV Position: Q1 2026 in Review

Mercer Global Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 22% in Q1 2026, selling an estimated $9.53M and leaving 335,653 shares worth $33.8M. The position accounts for 0.05% of the portfolio, ranked #232.

Mercer Global Advisors first reported a position in SGOV in Q3 2022 and has held it in 15 quarters since. The position peaked at $47.1M in Q3 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Mercer Global Advisors held 335,653 shares of iShares 0-3 Month Treasury Bond ETF worth $33.8M as of Q1 2026.
Mercer Global Advisors sold 94,788 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $9.53M.
iShares 0-3 Month Treasury Bond ETF made up 0.05% of Mercer Global Advisors's portfolio in Q1 2026, its #232 holding.
Mercer Global Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
Mercer Global Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $47.1M in Q3 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.