NorthRock Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

NorthRock Partners’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	$276M	Buy	2,736,985 +494,075	+22%	+$49.7M	4%	6
2026 Q1	$226M	Buy	2,242,910 +223,483	+11%	+$22.5M	3.64%	6
2025 Q4	$203M	Buy	2,019,427 +137,302	+7%	+$13.8M	3.42%	8
2025 Q3	$190M	Buy	1,882,125 +140,040	+8%	+$14.1M	3.42%	9
2025 Q2	$175M	Buy	1,742,085 +50,472	+3%	+$5.07M	4.57%	7
2025 Q1	$170M	Sell	1,691,613 -3,144	-0.2%	-$316K	5.72%	5
2024 Q4	$170M	Buy	1,694,757 +25,255	+2%	+$2.54M	5.54%	7
2024 Q3	$168M	Buy	1,669,502 +22,714	+1%	+$2.28M	5.53%	4
2024 Q2	$166M	Buy	1,646,788 +57,927	+4%	+$5.82M	6.24%	3
2024 Q1	$160M	Buy	1,588,861 +69,141	+5%	+$6.95M	6.14%	3
2023 Q4	$152M	Buy	1,519,720 +972,855	+178%	+$97.7M	6.38%	3
2023 Q3	$55.1M	Buy	546,865 +222,745	+69%	+$22.4M	5.74%	3
2023 Q2	$32.6M	Buy	+324,120	New	+$32.5M	3.57%	6

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

NorthRock Partners's SGOV Position: Q2 2026 in Review

NorthRock Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 22% in Q2 2026, buying an estimated $49.7M and bringing the position to 2,736,985 shares worth $276M. The position accounts for 4% of the portfolio, ranked #6.

NorthRock Partners first reported a position in SGOV in Q2 2023 and has held it in 13 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

NorthRock Partners held 2,736,985 shares of iShares 0-3 Month Treasury Bond ETF worth $276M as of Q2 2026.
NorthRock Partners bought 494,075 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $49.7M.
iShares 0-3 Month Treasury Bond ETF made up 4% of NorthRock Partners's portfolio in Q2 2026, its #6 holding.
NorthRock Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.