Parkside Financial Bank & Trust’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Parkside Financial Bank & Trust’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	$3.17M	Buy	31,449 +12,179	+63%	+$1.22M	0.24%	63
2025 Q4	$1.93M	Sell	19,270 -7,579	-28%	-$762K	0.14%	101
2025 Q3	$2.7M	Sell	26,849 -2,391	-8%	-$240K	0.21%	74
2025 Q2	$2.94M	Buy	29,240 +9,274	+46%	+$932K	0.32%	63
2025 Q1	$2.01M	Sell	19,966 -18,140	-48%	-$1.82M	0.26%	77
2024 Q4	$3.82M	Sell	38,106 -13,147	-26%	-$1.32M	0.5%	38
2024 Q3	$5.16M	Sell	51,253 -22,572	-31%	-$2.27M	0.72%	24
2024 Q2	$7.43M	Buy	73,825 +2,579	+4%	+$259K	1.16%	18
2024 Q1	$7.18M	Buy	71,246 +21,613	+44%	+$2.17M	1.15%	18
2023 Q4	$4.98M	Buy	49,633 +35,893	+261%	+$3.6M	0.9%	17
2023 Q3	$1.38M	Buy	+13,740	New	+$1.38M	0.32%	58

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Parkside Financial Bank & Trust's SGOV Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 63% in Q1 2026, buying an estimated $1.22M and bringing the position to 31,449 shares worth $3.17M. The position accounts for 0.24% of the portfolio, ranked #63.

Parkside Financial Bank & Trust first reported a position in SGOV in Q3 2023 and has held it in 11 quarters since. The position peaked at $7.43M in Q2 2024. 1,219 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Parkside Financial Bank & Trust held 31,449 shares of iShares 0-3 Month Treasury Bond ETF worth $3.17M as of Q1 2026.
Parkside Financial Bank & Trust bought 12,179 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.22M.
iShares 0-3 Month Treasury Bond ETF made up 0.24% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #63 holding.
Parkside Financial Bank & Trust first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
Parkside Financial Bank & Trust's iShares 0-3 Month Treasury Bond ETF position peaked at $7.43M in Q2 2024.
1,219 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.