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 Q2	$41.8M	Buy	414,925 +378,127	+1,028%	+$38M	1.02%	12
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 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

Tower Research Capital (TRC)'s SGOV Position: Q2 2026 in Review

Tower Research Capital (TRC) increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1,028% in Q2 2026, buying an estimated $38M and bringing the position to 414,925 shares worth $41.8M. The position accounts for 1.02% of the portfolio, ranked #12.

Tower Research Capital (TRC) first reported a position in SGOV in Q1 2025 and has held it in 5 quarters since. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Tower Research Capital (TRC) held 414,925 shares of iShares 0-3 Month Treasury Bond ETF worth $41.8M as of Q2 2026.
Tower Research Capital (TRC) bought 378,127 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $38M.
iShares 0-3 Month Treasury Bond ETF made up 1.02% of Tower Research Capital (TRC)'s portfolio in Q2 2026, its #12 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 5 quarters since.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.