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 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

CIM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Northstar Group's SGOV Position: Q2 2026 in Review

Northstar Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3.9% in Q2 2026, selling an estimated $55.4K and leaving 13,704 shares worth $1.38M. The position accounts for 0.18% of the portfolio, ranked #62.

Northstar Group first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.43M in Q1 2026. 656 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Northstar Group held 13,704 shares of iShares 0-3 Month Treasury Bond ETF worth $1.38M as of Q2 2026.
Northstar Group sold 551 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $55.4K.
iShares 0-3 Month Treasury Bond ETF made up 0.18% of Northstar Group's portfolio in Q2 2026, its #62 holding.
Northstar Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Northstar Group's iShares 0-3 Month Treasury Bond ETF position peaked at $1.43M in Q1 2026.
656 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Northstar Group's 13F filing for Q2 2026, filed 3 Aug 2026.