NI
SGOV icon

NDVR Inc’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

NDVR Inc’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
2025
Q4 		$6.39M Buy
63,694
+4,477
+8% +$450K 5.31% 4
2025
Q3 		$5.96M Buy
59,217
+55,416
+1,458% +$5.57M 4.97% 4
2025
Q2 		$383K Buy
+3,801
New +$382K 0.36% 33

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NDVR Inc's SGOV Position: Q4 2025 in Review

NDVR Inc increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 7.6% in Q4 2025, buying an estimated $450K and bringing the position to 63,694 shares worth $6.39M. The position accounts for 5.31% of the portfolio, ranked #4.

NDVR Inc first reported a position in SGOV in Q2 2025 and has held it in 3 quarters since. 1,098 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

  • NDVR Inc held 63,694 shares of iShares 0-3 Month Treasury Bond ETF worth $6.39M as of Q4 2025.
  • NDVR Inc bought 4,477 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $450K.
  • iShares 0-3 Month Treasury Bond ETF made up 5.31% of NDVR Inc's portfolio in Q4 2025, its #4 holding.
  • NDVR Inc first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,098 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on NDVR Inc's 13F filing for Q4 2025, filed 12 Feb 2026.