Trustmark National Bank Trust Department’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Trustmark National Bank Trust Department’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	$560K	Buy	5,565 +177	+3%	+$17.8K	0.04%	197
2025 Q4	$541K	Buy	5,388 +2,193	+69%	+$220K	0.03%	205
2025 Q3	$322K	Buy	+3,195	New	+$321K	0.02%	240

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Trustmark National Bank Trust Department's SGOV Position: Q1 2026 in Review

Trustmark National Bank Trust Department increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3.3% in Q1 2026, buying an estimated $17.8K and bringing the position to 5,565 shares worth $560K. The position accounts for 0.04% of the portfolio, ranked #197.

Trustmark National Bank Trust Department first reported a position in SGOV in Q3 2025 and has held it in 3 quarters since. 1,215 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Trustmark National Bank Trust Department held 5,565 shares of iShares 0-3 Month Treasury Bond ETF worth $560K as of Q1 2026.
Trustmark National Bank Trust Department bought 177 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $17.8K.
iShares 0-3 Month Treasury Bond ETF made up 0.04% of Trustmark National Bank Trust Department's portfolio in Q1 2026, its #197 holding.
Trustmark National Bank Trust Department first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
1,215 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2026, filed 14 May 2026.