Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Northwestern Mutual Wealth 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
Q1 		$117M Buy
1,160,176
+24,142
+2% +$2.43M 0.07% 139
2025
Q4 		$114M Sell
1,136,034
-68,999
-6% -$6.93M 0.07% 134
2025
Q3 		$121M Buy
1,205,033
+64,562
+6% +$6.49M 0.08% 122
2025
Q2 		$115M Sell
1,140,471
-291,263
-20% -$29.3M 0.08% 117
2025
Q1 		$144M Buy
1,431,734
+180,927
+14% +$18.2M 0.12% 83
2024
Q4 		$125M Sell
1,250,807
-211,024
-14% -$21.2M 0.11% 87
2024
Q3 		$147M Buy
1,461,831
+113,848
+8% +$11.4M 0.13% 75
2024
Q2 		$136M Sell
1,347,983
-104,039
-7% -$10.5M 0.13% 74
2024
Q1 		$146M Buy
1,452,022
+209,408
+17% +$21M 0.15% 65
2023
Q4 		$125M Buy
1,242,614
+1,076,704
+649% +$108M 0.14% 72
2023
Q3 		$16.7M Buy
165,910
+27,684
+20% +$2.78M 0.02% 294
2023
Q2 		$13.9M Buy
138,226
+35,510
+35% +$3.57M 0.02% 313
2023
Q1 		$10.3M Buy
102,716
+82,298
+403% +$8.26M 0.01% 344
2022
Q4 		$2.04M Buy
20,418
+18,761
+1,132% +$1.88M ﹤0.01% 656
2022
Q3 		$166K Buy
1,657
+1,335
+415% +$134K ﹤0.01% 1453
2022
Q2 		$33K Buy
322
+313
+3,478% +$31.3K ﹤0.01% 2054
2022
Q1 		$1K Buy
+9
New +$900 ﹤0.01% 3024

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management's SGOV Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.1% in Q1 2026, buying an estimated $2.43M and bringing the position to 1,160,176 shares worth $117M. The position accounts for 0.07% of the portfolio, ranked #139.

Northwestern Mutual Wealth Management first reported a position in SGOV in Q1 2022 and has held it in 17 quarters since. The position peaked at $147M in Q3 2024. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Northwestern Mutual Wealth Management held 1,160,176 shares of iShares 0-3 Month Treasury Bond ETF worth $117M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 24,142 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $2.43M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.07% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #139 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Northwestern Mutual Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $147M in Q3 2024.
  • 1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.