Northland Capital Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Northland Capital Management’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	–	Sell	-3,890	Closed	-$392K	–	32
2026 Q1	$392K	Hold	3,890	–	–	0.21%	29
2025 Q4	$390K	Hold	3,890	–	–	0.22%	28
2025 Q3	$392K	Buy	3,890 +470	+14%	+$47.3K	0.23%	28
2025 Q2	$344K	Buy	3,420 +420	+14%	+$42.2K	0.21%	30
2025 Q1	$302K	Buy	3,000 +1,000	+50%	+$101K	0.2%	30
2024 Q4	$201K	Hold	2,000	–	–	0.15%	31
2024 Q3	$201K	Sell	2,000 -500	-20%	-$50.3K	0.12%	31
2024 Q2	$252K	Buy	+2,500	New	+$251K	0.18%	29
2024 Q1	–	Sell	-131,378	Closed	-$13.2M	–	32
2023 Q4	$13.2M	Sell	131,378 -72,009	-35%	-$7.23M	8.81%	4
2023 Q3	$20.5M	Buy	+203,387	New	+$20.4M	13.86%	2

Other funds holding SGOV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Northland Capital Management's SGOV Position: Q2 2026 in Review

Northland Capital Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 3,890 shares — an estimated $392K sold.

Northland Capital Management first reported a position in SGOV in Q3 2023 and held it in 10 quarters. The position peaked at $20.5M in Q3 2023. 864 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Northland Capital Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Northland Capital Management sold 3,890 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $392K.
Northland Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and held it in 10 quarters.
Northland Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $20.5M in Q3 2023.
864 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Northland Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.