Wilmington Savings Fund Society’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Wilmington Savings Fund Society’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	$6.83M	Buy	67,859 +5,053	+8%	+$508K	0.15%	108
2026 Q1	$6.32M	Sell	62,806 -259	-0.4%	-$26K	0.15%	116
2025 Q4	$6.33M	Hold	63,065	–	–	0.15%	113
2025 Q3	$6.35M	Sell	63,065 -1,823	-3%	-$183K	0.15%	116
2025 Q2	$6.53M	Buy	64,888 +40,542	+167%	+$4.08M	0.12%	142
2025 Q1	$2.45M	Buy	24,346 +20,946	+616%	+$2.11M	0.05%	268
2024 Q4	$341K	Sell	3,400 -183	-5%	-$18.4K	0.01%	678
2024 Q3	$361K	Buy	+3,583	New	+$360K	0.01%	655

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

Wilmington Savings Fund Society's SGOV Position: Q2 2026 in Review

Wilmington Savings Fund Society increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 8% in Q2 2026, buying an estimated $508K and bringing the position to 67,859 shares worth $6.83M. The position accounts for 0.15% of the portfolio, ranked #108.

Wilmington Savings Fund Society first reported a position in SGOV in Q3 2024 and has held it in 8 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Wilmington Savings Fund Society held 67,859 shares of iShares 0-3 Month Treasury Bond ETF worth $6.83M as of Q2 2026.
Wilmington Savings Fund Society bought 5,053 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $508K.
iShares 0-3 Month Treasury Bond ETF made up 0.15% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #108 holding.
Wilmington Savings Fund Society first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.