Neuberger Berman Group
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Neuberger Berman Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Neuberger Berman 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
Q3 		$26.1M Sell
259,432
-361,821
-58% -$36.4M 0.02% 623
2026
Q2 		$62.5M Buy
621,253
+67,792
+12% +$6.82M 0.04% 453
2026
Q1 		$55.7M Buy
553,461
+19,398
+4% +$1.95M 0.04% 451
2025
Q4 		$53.6M Buy
534,063
+290,005
+119% +$29.1M 0.04% 454
2025
Q3 		$24.6M Sell
244,058
-147,368
-38% -$14.8M 0.02% 613
2025
Q2 		$39.4M Sell
391,426
-144,231
-27% -$14.5M 0.03% 495
2025
Q1 		$53.9M Buy
535,657
+48,918
+10% +$4.92M 0.05% 419
2024
Q4 		$48.8M Buy
486,739
+66,184
+16% +$6.65M 0.04% 447
2024
Q3 		$42.4M Buy
420,555
+70,141
+20% +$7.05M 0.03% 479
2024
Q2 		$35.3M Sell
350,414
-198,366
-36% -$19.9M 0.03% 513
2024
Q1 		$55.3M Sell
548,780
-2,326,390
-81% -$234M 0.05% 412
2023
Q4 		$288M Buy
2,875,170
+1,405,996
+96% +$141M 0.13% 215
2023
Q3 		$148M Buy
1,469,174
+331,445
+29% +$33.3M 0.13% 191
2023
Q2 		$114M Sell
1,137,729
-550,945
-33% -$55.3M 0.1% 247
2023
Q1 		$170M Buy
1,688,674
+462,682
+38% +$46.4M 0.16% 171
2022
Q4 		$123M Buy
+1,225,992
New +$123M 0.12% 230

Other funds holding SGOV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Robinhood Asset Management
Robinhood Asset Management Menlo Park, California $2.11B AUM 21.56% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Neuberger Berman Group's SGOV Position: Q3 2026 in Review

Neuberger Berman Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 58% in Q3 2026, selling an estimated $36.4M and leaving 259,432 shares worth $26.1M. The position accounts for 0.02% of the portfolio, ranked #623.

Neuberger Berman Group first reported a position in SGOV in Q4 2022 and has held it in 16 quarters since. The position peaked at $288M in Q4 2023. 1,251 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Neuberger Berman Group held 259,432 shares of iShares 0-3 Month Treasury Bond ETF worth $26.1M as of Q3 2026.
  • Neuberger Berman Group sold 361,821 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $36.4M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.02% of Neuberger Berman Group's portfolio in Q3 2026, its #623 holding.
  • Neuberger Berman Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Neuberger Berman Group's iShares 0-3 Month Treasury Bond ETF position peaked at $288M in Q4 2023.
  • 1,251 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Neuberger Berman Group's 13F filing for Q3 2026, filed 13 Nov 2026.