Northbridge Financial Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Northbridge Financial 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	$200K	Buy	+1,990	New	+$200K	0.08%	182
2026 Q1	–	Sell	-2,716	Closed	-$273K	–	172
2025 Q4	$273K	Buy	+2,716	New	+$273K	0.12%	138

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

Northbridge Financial Group's SGOV Position: Q2 2026 in Review

Northbridge Financial Group opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 1,990 shares worth $200K. The stake represents 0.08% of the portfolio and ranks #182 among its holdings. This is a return to the name: Northbridge Financial Group previously reported a position in SGOV as recently as Q4 2025.

Northbridge Financial Group first reported a position in SGOV in Q4 2025 and has held it in 2 quarters since. The position peaked at $273K in Q4 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Northbridge Financial Group held 1,990 shares of iShares 0-3 Month Treasury Bond ETF worth $200K as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new Northbridge Financial Group position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.08% of Northbridge Financial Group's portfolio in Q2 2026, its #182 holding.
Northbridge Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
Northbridge Financial Group's iShares 0-3 Month Treasury Bond ETF position peaked at $273K in Q4 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Northbridge Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.