NBZ Investment Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

NBZ Investment Advisors’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	$5.33M	Buy	52,908 +6,272	+13%	+$631K	2.08%	15
2026 Q1	$4.69M	Buy	46,636 +38,214	+454%	+$3.84M	2.05%	15
2025 Q4	$845K	Buy	8,422 +1,492	+22%	+$150K	0.37%	28
2025 Q3	$698K	Sell	6,930 -2,409	-26%	-$242K	0.36%	28
2025 Q2	$940K	Buy	9,339 +1,941	+26%	+$195K	0.54%	27
2025 Q1	$745K	Buy	7,398 +2,415	+48%	+$243K	0.43%	30
2024 Q4	$500K	Buy	+4,983	New	+$501K	0.28%	33

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

NBZ Investment Advisors's SGOV Position: Q2 2026 in Review

NBZ Investment Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 13% in Q2 2026, buying an estimated $631K and bringing the position to 52,908 shares worth $5.33M. The position accounts for 2.08% of the portfolio, ranked #15.

NBZ Investment Advisors first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. 1,305 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

NBZ Investment Advisors held 52,908 shares of iShares 0-3 Month Treasury Bond ETF worth $5.33M as of Q2 2026.
NBZ Investment Advisors bought 6,272 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $631K.
iShares 0-3 Month Treasury Bond ETF made up 2.08% of NBZ Investment Advisors's portfolio in Q2 2026, its #15 holding.
NBZ Investment Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,305 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on NBZ Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.