Blue Trust 13F: Adds $41M to SGOV Stake

In a regulatory filing on October 15, 2026, Blue Trust disclosed a major expansion of its position in the iShares 0-3 Month Treasury Bond ETF (NYSE:SGOV). The filing covers holdings as of the end of the reporting period and offers a look at how institutional managers allocate capital.

What Changed in Blue Trust's iShares 0-3 Month Treasury Bond ETF Position

Blue Trust raised its stake by 405,571 shares during the period. That adjustment lifted its total holdings to 491,322 shares, up from 85,751 shares previously. The reported value of the holding reached $49.4 million, marking a 472.9% increase from the prior quarter. Because Form 13F reports reflect past portfolios, this activity may not represent the fund's exact holdings today.

iShares 0-3 Month Treasury Bond ETF Stock Holds Steady

Shares of the fund recently traded around $100.58 as of October 16, 2026. The exchange-traded fund tracks very short-term U.S. government debt obligations, keeping its price quite stable. Its recent price sits near its 50-day moving average of $100.54 and its 200-day moving average of $100.53. The fund has traded between a 52-week low of $100.27 and a 52-week high of $100.73.

Dividend

The fund provides a dividend yield of 3.69%, distributing income generated by its short-term Treasury bill holdings to investors on a regular basis.

About iShares 0-3 Month Treasury Bond ETF

iShares 0-3 Month Treasury Bond ETF gives investors a way to hold very short-term U.S. government debt. The fund tracks an index made up of public obligations from the U.S. Treasury that have remaining maturities of three months or less. It puts the vast majority of its assets into these secure government securities to preserve capital and provide steady income.

Bottom Line

Institutional filings like this one help market participants see where major managers put their money. Investors tracking Blue Trust will want to check future SEC filings to see if the firm holds onto these Treasury assets through changing interest rate cycles. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.