FIRST MERCHANTS CORP SGOV β€” ISHARES 0-3 MO TRS

Ownership history in FIRST MERCHANTS CORP  Β·  1 quarter on record

AI Ownership Summary

FIRST MERCHANTS CORP reported ISHARES 0-3 MO TRS (SGOV) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.39% in 2026 Q1. The latest visible filing shows SGOV at 0.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SGOV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIRST MERCHANTS CORP's position in ISHARES 0-3 MO TRS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SGOV was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FIRST MERCHANTS CORP held SGOV β€” position size vs. price
% of Fund (quarterly)    SGOV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 102,484 β€” β€” 0.39% $10.3M 2026-04-16 $100.53

FAQ About FIRST MERCHANTS CORP and SGOV

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIRST MERCHANTS CORP reported owning SGOV?

FIRST MERCHANTS CORP reported SGOV across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported SGOV position in FIRST MERCHANTS CORP's portfolio?

The largest reported portfolio weight for SGOV was 0.39% in 2026 Q1.

What is the latest reported SGOV position on this page?

The most recent filing on this page is 2026 Q1, when FIRST MERCHANTS CORP reported 102,484 shares, equal to 0.39% of portfolio, with an estimated market value of $10.3M.

What does the chart on this SGOV ownership page compare?

The chart compares FIRST MERCHANTS CORP's quarterly SGOV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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