Trust Company of Vermont’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Trust Company of Vermont’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	$12.7M	Buy	+125,859	New	+$12.7M	0.47%	49
2025 Q4	$9.7M	Buy	96,589 +11,584	+14%	+$1.16M	0.4%	61
2025 Q3	$8.56M	Buy	85,005 +13,723	+19%	+$1.38M	0.37%	64
2025 Q2	$7.18M	Buy	71,282 +12,261	+21%	+$1.23M	0.34%	70
2025 Q1	$5.94M	Buy	59,021 +41,531	+237%	+$4.17M	0.3%	81
2024 Q4	$1.75M	Buy	+17,490	New	+$1.76M	0.09%	149
2023 Q2	–	Sell	-6,000	Closed	-$603K	–	896
2023 Q1	$603K	Buy	+6,000	New	+$602K	0.04%	209

Other funds holding SGOV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Trust Company of Vermont's SGOV Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 125,859 shares worth $12.7M. The stake represents 0.47% of the portfolio and ranks #49 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in SGOV as recently as Q4 2025.

Trust Company of Vermont first reported a position in SGOV in Q1 2023 and has held it in 7 quarters since. 864 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Trust Company of Vermont held 125,859 shares of iShares 0-3 Month Treasury Bond ETF worth $12.7M as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new Trust Company of Vermont position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.47% of Trust Company of Vermont's portfolio in Q2 2026, its #49 holding.
Trust Company of Vermont first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 7 quarters since.
864 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.