Peapack-Gladstone Financial Corp’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Peapack-Gladstone Financial Corp’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	$124M	Buy	1,228,032 +25,665	+2%	+$2.58M	1.58%	9
2025 Q4	$121M	Buy	1,202,367 +78,178	+7%	+$7.86M	1.52%	10
2025 Q3	$113M	Buy	1,124,189 +105,320	+10%	+$10.6M	1.47%	10
2025 Q2	$103M	Buy	1,018,869 +39,786	+4%	+$4M	1.45%	9
2025 Q1	$98.6M	Buy	979,083 +103,062	+12%	+$10.4M	1.46%	8
2024 Q4	$87.9M	Buy	876,021 +173,512	+25%	+$17.4M	1.27%	11
2024 Q3	$70.8M	Buy	702,509 +101,790	+17%	+$10.2M	1.02%	21
2024 Q2	$60.5M	Buy	600,719 +58,625	+11%	+$5.89M	0.93%	23
2024 Q1	$54.6M	Buy	542,094 +23,011	+4%	+$2.31M	0.85%	26
2023 Q4	$52M	Buy	519,083 +147,283	+40%	+$14.8M	0.88%	24
2023 Q3	$37.4M	Buy	371,800 +132,262	+55%	+$13.3M	0.69%	33
2023 Q2	$24.1M	Buy	239,538 +167,002	+230%	+$16.8M	0.43%	65
2023 Q1	$7.29M	Sell	72,536 -2,144	-3%	-$215K	0.14%	169
2022 Q4	$7.48M	Buy	+74,680	New	+$7.48M	0.15%	157

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

Peapack-Gladstone Financial Corp's SGOV Position: Q1 2026 in Review

Peapack-Gladstone Financial Corp increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.1% in Q1 2026, buying an estimated $2.58M and bringing the position to 1,228,032 shares worth $124M. The position accounts for 1.58% of the portfolio, ranked #9.

Peapack-Gladstone Financial Corp first reported a position in SGOV in Q4 2022 and has held it in 14 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Peapack-Gladstone Financial Corp held 1,228,032 shares of iShares 0-3 Month Treasury Bond ETF worth $124M as of Q1 2026.
Peapack-Gladstone Financial Corp bought 25,665 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $2.58M.
iShares 0-3 Month Treasury Bond ETF made up 1.58% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #9 holding.
Peapack-Gladstone Financial Corp first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2026, filed 15 May 2026.