TCTC Holdings’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

TCTC Holdings’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	-392	Closed	-$39.3K	–	518
2025 Q4	$39.3K	Hold	392	–	–	﹤0.01%	372
2025 Q3	$39.5K	Hold	392	–	–	﹤0.01%	370
2025 Q2	$39.5K	Hold	392	–	–	﹤0.01%	383
2025 Q1	$39.5K	Hold	392	–	–	﹤0.01%	366
2024 Q4	$39.3K	Hold	392	–	–	﹤0.01%	352
2024 Q3	$39.5K	Hold	392	–	–	﹤0.01%	342
2024 Q2	$39.5K	Hold	392	–	–	﹤0.01%	339
2024 Q1	$39.5K	Hold	392	–	–	﹤0.01%	325
2023 Q4	$39.3K	Buy	+392	New	+$39.4K	﹤0.01%	318

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

TCTC Holdings's SGOV Position: Q1 2026 in Review

TCTC Holdings sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026, closing a stake of 392 shares — an estimated $39.3K sold.

TCTC Holdings first reported a position in SGOV in Q4 2023 and held it in 9 quarters. The position peaked at $39.5K in Q3 2024. 1,219 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

TCTC Holdings reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
TCTC Holdings sold 392 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $39.3K.
TCTC Holdings first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and held it in 9 quarters.
TCTC Holdings's iShares 0-3 Month Treasury Bond ETF position peaked at $39.5K in Q3 2024.
1,219 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on TCTC Holdings's 13F filing for Q1 2026, filed 7 May 2026.