SouthState Corp’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

SouthState 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 Q2	$9.91M	Sell	98,459 -4,345	-4%	-$437K	0.41%	67
2026 Q1	$10.3M	Sell	102,804 -23,367	-19%	-$2.35M	0.48%	62
2025 Q4	$12.7M	Sell	126,171 -82,530	-40%	-$8.29M	0.57%	53
2025 Q3	$21M	Sell	208,701 -16,013	-7%	-$1.61M	0.97%	21
2025 Q2	$22.6M	Sell	224,714 -5,676	-2%	-$571K	0.99%	24
2025 Q1	$23.2M	Buy	230,390 +38,723	+20%	+$3.89M	1.06%	22
2024 Q4	$19.2M	Buy	191,667 +190,117	+12,266%	+$19.1M	1.26%	24
2024 Q3	$156K	Sell	1,550 -7,250	-82%	-$729K	0.01%	271
2024 Q2	$886K	Buy	+8,800	New	+$885K	0.06%	149

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

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

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

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

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

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 New York $1.81T AUM 41.13% 1-Year Est. Return

SouthState Corp's SGOV Position: Q2 2026 in Review

SouthState Corp reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.2% in Q2 2026, selling an estimated $437K and leaving 98,459 shares worth $9.91M. The position accounts for 0.41% of the portfolio, ranked #67.

SouthState Corp first reported a position in SGOV in Q2 2024 and has held it in 9 quarters since. The position peaked at $23.2M in Q1 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

SouthState Corp held 98,459 shares of iShares 0-3 Month Treasury Bond ETF worth $9.91M as of Q2 2026.
SouthState Corp sold 4,345 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $437K.
iShares 0-3 Month Treasury Bond ETF made up 0.41% of SouthState Corp's portfolio in Q2 2026, its #67 holding.
SouthState Corp first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
SouthState Corp's iShares 0-3 Month Treasury Bond ETF position peaked at $23.2M in Q1 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.