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

Trust Company’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	$7.85K	Buy	+78	New	+$7.84K	﹤0.01%	453
2025 Q2	–	Sell	-1,488	Closed	-$150K	–	445
2025 Q1	$150K	Sell	1,488 -497	-25%	-$50K	0.02%	156
2024 Q4	$199K	Sell	1,985 -1,640	-45%	-$165K	0.02%	141
2024 Q3	$365K	Hold	3,625	–	–	0.04%	106
2024 Q2	$365K	Buy	+3,625	New	+$364K	0.05%	102

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

Trust Company's SGOV Position: Q2 2026 in Review

Trust Company opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 78 shares worth $7.85K. The stake represents ﹤0.01% of the portfolio and ranks #453 among its holdings. This is a return to the name: Trust Company previously reported a position in SGOV as recently as Q1 2025.

Trust Company first reported a position in SGOV in Q2 2024 and has held it in 5 quarters since. The position peaked at $365K in Q3 2024. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Trust Company held 78 shares of iShares 0-3 Month Treasury Bond ETF worth $7.85K as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new Trust Company position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Trust Company's portfolio in Q2 2026, its #453 holding.
Trust Company first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 5 quarters since.
Trust Company's iShares 0-3 Month Treasury Bond ETF position peaked at $365K in Q3 2024.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.