Northern Trust’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Northern Trust’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 Q1	$1.11M	Sell	11,075 -208	-2%	-$20.9K	﹤0.01%	3282
2025 Q4	$1.13M	Buy	11,283 +2,441	+28%	+$245K	﹤0.01%	3308
2025 Q3	$890K	Buy	+8,842	New	+$889K	﹤0.01%	3447
2025 Q2	–	Sell	-4,986	Closed	-$502K	–	4481
2025 Q1	$502K	Sell	4,986 -1,940	-28%	-$195K	﹤0.01%	3579
2024 Q4	$695K	Buy	+6,926	New	+$696K	﹤0.01%	3535

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northern Trust's SGOV Position: Q1 2026 in Review

Northern Trust reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.8% in Q1 2026, selling an estimated $20.9K and leaving 11,075 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #3282.

Northern Trust first reported a position in SGOV in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.13M in Q4 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Northern Trust held 11,075 shares of iShares 0-3 Month Treasury Bond ETF worth $1.11M as of Q1 2026.
Northern Trust sold 208 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $20.9K.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Northern Trust's portfolio in Q1 2026, its #3282 holding.
Northern Trust first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 5 quarters since.
Northern Trust's iShares 0-3 Month Treasury Bond ETF position peaked at $1.13M in Q4 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Northern Trust's 13F filing for Q1 2026, filed 14 May 2026.