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 Q2	$1.23M	Buy	12,184 +6,619	+119%	+$665K	0.07%	155
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 $1.55T 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

Trustmark National Bank Trust Department's SGOV Position: Q2 2026 in Review

Trustmark National Bank Trust Department increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 119% in Q2 2026, buying an estimated $665K and bringing the position to 12,184 shares worth $1.23M. The position accounts for 0.07% of the portfolio, ranked #155.

Trustmark National Bank Trust Department first reported a position in SGOV in Q3 2025 and has held it in 4 quarters since. 1,310 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Trustmark National Bank Trust Department held 12,184 shares of iShares 0-3 Month Treasury Bond ETF worth $1.23M as of Q2 2026.
Trustmark National Bank Trust Department bought 6,619 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $665K.
iShares 0-3 Month Treasury Bond ETF made up 0.07% of Trustmark National Bank Trust Department's portfolio in Q2 2026, its #155 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 4 quarters since.
1,310 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Trustmark National Bank Trust Department's 13F filing for Q2 2026, filed 12 Aug 2026.