Which superinvestors hold Ishares 0-3 Month Treasury B (SGOV)?

Per the latest SEC 13F filings, 5 superinvestors hold Ishares 0-3 Month Treasury B (SGOV): Norbert Lou, Josh Tarasoff, Polen Capital, Chris Bloomstran, Bill Nygren. Combined value held is about $87.4M, with Norbert Lou the largest holder.

Ishares 0-3 Month Treasury B

Held by 5 superinvestors (SGOV).

Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.

Ownership · 13F consensus

Who's buying it

Institutional ownership aggregated across funds — consensus strength and this quarter's moves. Describes actions, not advice.

5 superinvestors hold it · $87.4M combined

This quarter1 opened3 added1 trimmed1 exited

Largest holder Norbert Lou

13F positions are self-reported and can lag up to 45 days. Informational only — not investment advice.

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Superinvestors Holding This Security

Investor	Value	Shares	Weight (prev→now)
Norbert Lou	$46.3M	460,000	18.9% → 17.1% ▼
Josh Tarasoff	$38.6M	383,000	New · 11.2%
Polen Capital	$1.1M	11,267	0.0% → 0.0% ▲
Chris Bloomstran	$998,145	9,916	0.0% → 0.1% ▲
Bill Nygren	$376,066	3,736	0.0% → 0.0% ▲

Norbert Lou
Value$46.3MWeight (prev→now)18.9% → 17.1% ▼
Josh Tarasoff
Value$38.6MWeight (prev→now)New · 11.2%
Polen Capital
Value$1.1MWeight (prev→now)0.0% → 0.0% ▲
Chris Bloomstran
Value$998,145Weight (prev→now)0.0% → 0.1% ▲
Bill Nygren
Value$376,066Weight (prev→now)0.0% → 0.0% ▲

Exited this quarter (1)

Steven Romick

Ownership overview

Ishares 0-3 Month Treasury B (SGOV) is held by 5 of the superinvestors tracked on Compounder, with a combined $87.4M in reported 13F value. The largest position belongs to Norbert Lou, where it makes up 17.1% of the portfolio.

Other notable holders by value include Josh Tarasoff (11.2% of its book), Polen Capital (0.0% of its book) and Chris Bloomstran (0.1% of its book).

Over the latest quarter, 1 of the tracked filers opened a new position in SGOV, 3 added to existing ones, 1 trimmed, and 1 sold out entirely.

Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-03-31. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.

Holders over time

Superinvestors holding this security over the last 8 quarters: 2 → 5.

Early quarters may understate holder counts due to data backfill — read the slope with care.

Key facts & links

Ticker: SGOV
Total value held: $87.4M
Largest holder: Norbert Lou
External

Sources· SEC EDGAR 13F as of 2026-03-31 · filed 2026-05-15

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