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 Q2	$57.4M	Sell	569,892 -15,302	-3%	-$1.54M	0.07%	229
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 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

Truist Financial's SGOV Position: Q2 2026 in Review

Truist Financial reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.6% in Q2 2026, selling an estimated $1.54M and leaving 569,892 shares worth $57.4M. The position accounts for 0.07% of the portfolio, ranked #229.

Truist Financial first reported a position in SGOV in Q2 2022 and has held it in 17 quarters since. The position peaked at $58.9M in Q1 2026. 1,309 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Truist Financial held 569,892 shares of iShares 0-3 Month Treasury Bond ETF worth $57.4M as of Q2 2026.
Truist Financial sold 15,302 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.54M.
iShares 0-3 Month Treasury Bond ETF made up 0.07% of Truist Financial's portfolio in Q2 2026, its #229 holding.
Truist Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
Truist Financial's iShares 0-3 Month Treasury Bond ETF position peaked at $58.9M in Q1 2026.
1,309 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.