Winthrop Capital Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Winthrop Capital Management’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	$4.1M	Sell	40,725 -3,360	-8%	-$338K	0.99%	30
2026 Q1	$4.44M	Sell	44,085 -7,494	-15%	-$753K	1.14%	30
2025 Q4	$5.18M	Sell	51,579 -8,459	-14%	-$850K	1.21%	27
2025 Q3	$6.05M	Buy	60,038 +16,108	+37%	+$1.62M	1.46%	24
2025 Q2	$4.42M	Buy	43,930 +22,030	+101%	+$2.21M	1.12%	28
2025 Q1	$2.21M	Buy	21,900 +435	+2%	+$43.7K	0.61%	39
2024 Q4	$2.15M	Buy	+21,465	New	+$2.16M	0.57%	41

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

Winthrop Capital Management's SGOV Position: Q2 2026 in Review

Winthrop Capital Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 7.6% in Q2 2026, selling an estimated $338K and leaving 40,725 shares worth $4.1M. The position accounts for 0.99% of the portfolio, ranked #30.

Winthrop Capital Management first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.05M in Q3 2025. 1,309 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Winthrop Capital Management held 40,725 shares of iShares 0-3 Month Treasury Bond ETF worth $4.1M as of Q2 2026.
Winthrop Capital Management sold 3,360 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $338K.
iShares 0-3 Month Treasury Bond ETF made up 0.99% of Winthrop Capital Management's portfolio in Q2 2026, its #30 holding.
Winthrop Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Winthrop Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $6.05M in Q3 2025.
1,309 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.