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

Northstar 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 Q3	$1.28M	Sell	12,684 -1,020	-7%	-$103K	0.16%	65
2026 Q2	$1.38M	Sell	13,704 -551	-4%	-$55.4K	0.18%	62
2026 Q1	$1.43M	Buy	14,255 +1,941	+16%	+$195K	0.2%	60
2025 Q4	$1.24M	Buy	12,314 +10,101	+456%	+$1.02M	0.17%	67
2025 Q3	$223K	Sell	2,213 -237	-10%	-$23.8K	0.03%	149
2025 Q2	$247K	Buy	+2,450	New	+$246K	0.04%	138

Other funds holding SGOV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Robinhood Asset Management Menlo Park, California $2.11B AUM 21.56% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Northstar Group's SGOV Position: Q3 2026 in Review

Northstar Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 7.4% in Q3 2026, selling an estimated $103K and leaving 12,684 shares worth $1.28M. The position accounts for 0.16% of the portfolio, ranked #65.

Northstar Group first reported a position in SGOV in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.43M in Q1 2026. 1,251 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Northstar Group held 12,684 shares of iShares 0-3 Month Treasury Bond ETF worth $1.28M as of Q3 2026.
Northstar Group sold 1,020 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $103K.
iShares 0-3 Month Treasury Bond ETF made up 0.16% of Northstar Group's portfolio in Q3 2026, its #65 holding.
Northstar Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 6 quarters since.
Northstar Group's iShares 0-3 Month Treasury Bond ETF position peaked at $1.43M in Q1 2026.
1,251 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Northstar Group's 13F filing for Q3 2026, filed 10 Nov 2026.