TRCT
SGOV icon

Tower Research Capital (TRC)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Tower Research Capital (TRC)’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 		$3.7M Buy
+36,798
New +$3.7M 0.1% 208
2025
Q4 		– Sell
-249,038
Closed -$25.1M – 5539
2025
Q3 		$25.1M Buy
249,038
+245,837
+7,680% +$24.7M 0.69% 15
2025
Q2 		$322K Sell
3,201
-25,290
-89% -$2.54M 0.01% 1357
2025
Q1 		$2.87M Buy
+28,491
New +$2.86M 0.09% 194

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tower Research Capital (TRC)'s SGOV Position: Q1 2026 in Review

Tower Research Capital (TRC) opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026: 36,798 shares worth $3.7M. The stake represents 0.1% of the portfolio and ranks #208 among its holdings. This is a return to the name: Tower Research Capital (TRC) previously reported a position in SGOV as recently as Q3 2025.

Tower Research Capital (TRC) first reported a position in SGOV in Q1 2025 and has held it in 4 quarters since. The position peaked at $25.1M in Q3 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Tower Research Capital (TRC) held 36,798 shares of iShares 0-3 Month Treasury Bond ETF worth $3.7M as of Q1 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Tower Research Capital (TRC) position in Q1 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.1% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #208 holding.
  • Tower Research Capital (TRC) first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • Tower Research Capital (TRC)'s iShares 0-3 Month Treasury Bond ETF position peaked at $25.1M 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 Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.