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 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bessemer Group's SGOV Position: Q1 2026 in Review

Bessemer Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 9,736% in Q1 2026, buying an estimated $24M and bringing the position to 241,467 shares worth $24.3M. The position accounts for 0.04% of the portfolio, ranked #263.

Bessemer Group first reported a position in SGOV in Q1 2023 and has held it in 8 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Bessemer Group held 241,467 shares of iShares 0-3 Month Treasury Bond ETF worth $24.3M as of Q1 2026.
Bessemer Group bought 239,012 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $24M.
iShares 0-3 Month Treasury Bond ETF made up 0.04% of Bessemer Group's portfolio in Q1 2026, its #263 holding.
Bessemer Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 8 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.