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 Q2	$115M	Sell	1,139,981 -20,195	-2%	-$2.03M	0.06%	158
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 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

Northwestern Mutual Wealth Management's SGOV Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.7% in Q2 2026, selling an estimated $2.03M and leaving 1,139,981 shares worth $115M. The position accounts for 0.06% of the portfolio, ranked #158.

Northwestern Mutual Wealth Management first reported a position in SGOV in Q1 2022 and has held it in 18 quarters since. The position peaked at $147M in Q3 2024. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Northwestern Mutual Wealth Management held 1,139,981 shares of iShares 0-3 Month Treasury Bond ETF worth $115M as of Q2 2026.
Northwestern Mutual Wealth Management sold 20,195 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.03M.
iShares 0-3 Month Treasury Bond ETF made up 0.06% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #158 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 18 quarters since.
Northwestern Mutual Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $147M in Q3 2024.
1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.