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
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% 612
2025
Q2 		$39.4M Sell
391,426
-144,231
-27% -$14.5M 0.03% 494
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% 446
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Neuberger Berman Group's SGOV Position: Q2 2026 in Review

Neuberger Berman Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 12% in Q2 2026, buying an estimated $6.82M and bringing the position to 621,253 shares worth $62.5M. The position accounts for 0.04% of the portfolio, ranked #453.

Neuberger Berman Group first reported a position in SGOV in Q4 2022 and has held it in 15 quarters since. The position peaked at $288M in Q4 2023. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Neuberger Berman Group held 621,253 shares of iShares 0-3 Month Treasury Bond ETF worth $62.5M as of Q2 2026.
  • Neuberger Berman Group bought 67,792 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $6.82M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.04% of Neuberger Berman Group's portfolio in Q2 2026, its #453 holding.
  • Neuberger Berman Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Neuberger Berman Group's iShares 0-3 Month Treasury Bond ETF position peaked at $288M in Q4 2023.
  • 1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.