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

Whittier Trust’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 		$1.46M Buy
14,494
+175
+1% +$17.6K 0.01% 336
2026
Q1 		$1.44M Sell
14,319
-16,660
-54% -$1.67M 0.02% 308
2025
Q4 		$3.11M Buy
+30,979
New +$3.11M 0.03% 228
2025
Q3 		– Sell
-206
Closed -$20.7K – 1578
2025
Q2 		$20.7K Buy
+206
New +$20.7K ﹤0.01% 1095

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Whittier Trust's SGOV Position: Q2 2026 in Review

Whittier Trust increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.2% in Q2 2026, buying an estimated $17.6K and bringing the position to 14,494 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #336.

Whittier Trust first reported a position in SGOV in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.11M in Q4 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Whittier Trust held 14,494 shares of iShares 0-3 Month Treasury Bond ETF worth $1.46M as of Q2 2026.
  • Whittier Trust bought 175 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $17.6K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.01% of Whittier Trust's portfolio in Q2 2026, its #336 holding.
  • Whittier Trust first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Whittier Trust's iShares 0-3 Month Treasury Bond ETF position peaked at $3.11M in Q4 2025.
  • 1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.