Truist Financial
SGOV icon

Truist Financial’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Truist Financial’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 		$58.9M Buy
585,194
+107,379
+22% +$10.8M 0.08% 211
2025
Q4 		$48M Buy
477,815
+50,664
+12% +$5.09M 0.06% 247
2025
Q3 		$43M Buy
427,151
+85,182
+25% +$8.57M 0.06% 262
2025
Q2 		$34.4M Buy
341,969
+166,484
+95% +$16.7M 0.05% 290
2025
Q1 		$17.7M Buy
175,485
+10,065
+6% +$1.01M 0.03% 417
2024
Q4 		$16.6M Sell
165,420
-14,446
-8% -$1.45M 0.03% 434
2024
Q3 		$18.1M Sell
179,866
-4,255
-2% -$428K 0.03% 424
2024
Q2 		$18.5M Buy
184,121
+66,273
+56% +$6.66M 0.03% 426
2024
Q1 		$11.9M Sell
117,848
-63,301
-35% -$6.36M 0.02% 568
2023
Q4 		$18.2M Buy
181,149
+33,585
+23% +$3.37M 0.03% 434
2023
Q3 		$14.9M Buy
147,564
+55,997
+61% +$5.62M 0.02% 469
2023
Q2 		$9.21M Sell
91,567
-10,186
-10% -$1.02M 0.02% 610
2023
Q1 		$10.2M Sell
101,753
-51,111
-33% -$5.13M 0.02% 586
2022
Q4 		$15.3M Buy
152,864
+111,966
+274% +$11.2M 0.03% 441
2022
Q3 		$4.1M Sell
40,898
-595
-1% -$59.6K 0.01% 860
2022
Q2 		$4.15M Buy
+41,493
New +$4.15M 0.01% 871

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

Truist Financial's SGOV Position: Q1 2026 in Review

Truist Financial increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 22% in Q1 2026, buying an estimated $10.8M and bringing the position to 585,194 shares worth $58.9M. The position accounts for 0.08% of the portfolio, ranked #211.

Truist Financial first reported a position in SGOV in Q2 2022 and has held it in 16 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Truist Financial held 585,194 shares of iShares 0-3 Month Treasury Bond ETF worth $58.9M as of Q1 2026.
  • Truist Financial bought 107,379 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $10.8M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.08% of Truist Financial's portfolio in Q1 2026, its #211 holding.
  • Truist Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.