Bessemer Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bessemer Group’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	$18.1M	Sell	179,679 -61,788	-26%	-$6.21M	0.02%	309
2026 Q1	$24.3M	Buy	241,467 +239,012	+9,736%	+$24M	0.04%	263
2025 Q4	$246K	Hold	2,455	–	–	﹤0.01%	1312
2025 Q3	$247K	Buy	+2,455	New	+$247K	﹤0.01%	1069
2024 Q4	–	Sell	-141	Closed	-$14K	–	2669
2024 Q3	$14K	Buy	141 +53	+60%	+$5.33K	﹤0.01%	1590
2024 Q2	$9K	Buy	+88	New	+$8.85K	﹤0.01%	1563
2024 Q1	–	Sell	-6,168	Closed	-$618K	–	2185
2023 Q4	$618K	Buy	+6,168	New	+$619K	﹤0.01%	764
2023 Q3	–	Sell	-529	Closed	-$53K	–	2324
2023 Q2	$53K	Hold	529	–	–	﹤0.01%	1364
2023 Q1	$53K	Buy	+529	New	+$53.1K	﹤0.01%	1211

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

Bessemer Group's SGOV Position: Q2 2026 in Review

Bessemer Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 26% in Q2 2026, selling an estimated $6.21M and leaving 179,679 shares worth $18.1M. The position accounts for 0.02% of the portfolio, ranked #309.

Bessemer Group first reported a position in SGOV in Q1 2023 and has held it in 9 quarters since. The position peaked at $24.3M in Q1 2026. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Bessemer Group held 179,679 shares of iShares 0-3 Month Treasury Bond ETF worth $18.1M as of Q2 2026.
Bessemer Group sold 61,788 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $6.21M.
iShares 0-3 Month Treasury Bond ETF made up 0.02% of Bessemer Group's portfolio in Q2 2026, its #309 holding.
Bessemer Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 9 quarters since.
Bessemer Group's iShares 0-3 Month Treasury Bond ETF position peaked at $24.3M in Q1 2026.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.