Norbert Lou’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Norbert Lou’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	$18.9M	Sell	188,000 -272,000	-59%	-$27.3M	7.39%	5
2026 Q1	$46.3M	Sell	460,000 -106,000	-19%	-$10.7M	17.11%	3
2025 Q4	$56.8M	Hold	566,000	–	–	18.88%	2
2025 Q3	$57M	Hold	566,000	–	–	17.68%	2
2025 Q2	$57M	Sell	566,000 -15,100	-3%	-$1.52M	18.39%	2
2025 Q1	$58.5M	Hold	581,100	–	–	27%	2
2024 Q4	$58.3M	Hold	581,100	–	–	18.5%	2
2024 Q3	$58.5M	Hold	581,100	–	–	17.49%	2
2024 Q2	$58.5M	Buy	581,100 +556,000	+2,215%	+$55.9M	17.3%	2
2024 Q1	$2.53M	Hold	25,100	–	–	0.63%	5
2023 Q4	$2.52M	Hold	25,100	–	–	0.66%	5
2023 Q3	$2.53M	Buy	+25,100	New	+$2.52M	0.73%	5

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

Norbert Lou's SGOV Position: Q2 2026 in Review

Norbert Lou reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 59% in Q2 2026, selling an estimated $27.3M and leaving 188,000 shares worth $18.9M. The position accounts for 7.39% of the portfolio, ranked #5.

Norbert Lou first reported a position in SGOV in Q3 2023 and has held it in 12 quarters since. The position peaked at $58.5M in Q3 2024. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Norbert Lou held 188,000 shares of iShares 0-3 Month Treasury Bond ETF worth $18.9M as of Q2 2026.
Norbert Lou sold 272,000 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $27.3M.
iShares 0-3 Month Treasury Bond ETF made up 7.39% of Norbert Lou's portfolio in Q2 2026, its #5 holding.
Norbert Lou first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Norbert Lou's iShares 0-3 Month Treasury Bond ETF position peaked at $58.5M in Q3 2024.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Punch Card Management's 13F filing for Q2 2026, filed 14 Aug 2026.