Norris Perne & French’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Norris Perne & French’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	$2.36M	Buy	23,422 +764	+3%	+$76.8K	0.1%	62
2026 Q1	$2.28M	Sell	22,658 -3	-0%	-$302	0.11%	63
2025 Q4	$2.27M	Sell	22,661 -43,719	-66%	-$4.39M	0.15%	68
2025 Q3	$6.68M	Buy	66,380 +3,270	+5%	+$329K	0.46%	55
2025 Q2	$6.35M	Buy	63,110 +22,437	+55%	+$2.26M	0.44%	58
2025 Q1	$4.09M	Buy	+40,673	New	+$4.09M	0.31%	58

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

Norris Perne & French's SGOV Position: Q2 2026 in Review

Norris Perne & French increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3.4% in Q2 2026, buying an estimated $76.8K and bringing the position to 23,422 shares worth $2.36M. The position accounts for 0.1% of the portfolio, ranked #62.

Norris Perne & French first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.68M in Q3 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Norris Perne & French held 23,422 shares of iShares 0-3 Month Treasury Bond ETF worth $2.36M as of Q2 2026.
Norris Perne & French bought 764 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $76.8K.
iShares 0-3 Month Treasury Bond ETF made up 0.1% of Norris Perne & French's portfolio in Q2 2026, its #62 holding.
Norris Perne & French first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Norris Perne & French's iShares 0-3 Month Treasury Bond ETF position peaked at $6.68M in Q3 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Norris Perne & French's 13F filing for Q2 2026, filed 21 Jul 2026.