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 Q2	$10.2K	Buy	101 +1	+1%	+$101	﹤0.01%	715
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 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

NBT Bank's SGOV Position: Q2 2026 in Review

NBT Bank increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1% in Q2 2026, buying an estimated $101 and bringing the position to 101 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

NBT Bank first reported a position in SGOV in Q4 2023 and has held it in 5 quarters since. 1,308 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

NBT Bank held 101 shares of iShares 0-3 Month Treasury Bond ETF worth $10.2K as of Q2 2026.
NBT Bank bought 1 iShares 0-3 Month Treasury Bond ETF share in Q2 2026, an estimated $101.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of NBT Bank's portfolio in Q2 2026, its #715 holding.
NBT Bank first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 5 quarters since.
1,308 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.