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NBT Bank’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

NBT Bank’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 		$10.1K Hold
100
– – ﹤0.01% 669
2025
Q4 		$10K Buy
+100
New +$10.1K ﹤0.01% 665
2024
Q2 		– Sell
-18
Closed -$1.81K – 610
2024
Q1 		$1.81K Hold
18
– – ﹤0.01% 544
2023
Q4 		$1.8K Buy
+18
New +$1.81K ﹤0.01% 541

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NBT Bank's SGOV Position: Q1 2026 in Review

NBT Bank held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q1 2026 at 100 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

NBT Bank first reported a position in SGOV in Q4 2023 and has held it in 4 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • NBT Bank held 100 shares of iShares 0-3 Month Treasury Bond ETF worth $10.1K as of Q1 2026.
  • NBT Bank left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of NBT Bank's portfolio in Q1 2026, its #669 holding.
  • NBT Bank first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.