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NorthCrest Asset Manangement’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

NorthCrest Asset Manangement’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 		$251K Buy
+2,500
New +$251K 0.01% 781

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VWM
Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
OFW
Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

NorthCrest Asset Manangement's SGOV Position: Q2 2026 in Review

NorthCrest Asset Manangement opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 2,500 shares worth $251K. The stake represents 0.01% of the portfolio and ranks #781 among its holdings.

237 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • NorthCrest Asset Manangement held 2,500 shares of iShares 0-3 Month Treasury Bond ETF worth $251K as of Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new NorthCrest Asset Manangement position in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.01% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #781 holding.
  • 237 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.