Bank Julius Baer & Co’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bank Julius Baer & Co’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	$135K	Sell	1,338 -2,562	-66%	-$258K	﹤0.01%	526
2025 Q4	$391K	Hold	3,900	–	–	﹤0.01%	442
2025 Q3	$393K	Sell	3,900 -4,699	-55%	-$472K	﹤0.01%	436
2025 Q2	$866K	Sell	8,599 -12,151	-59%	-$1.22M	﹤0.01%	344
2025 Q1	$2.09M	Buy	20,750 +1,317	+7%	+$132K	0.01%	283
2024 Q4	$2.15M	Buy	19,433 +2,672	+16%	+$268K	0.01%	271
2024 Q3	$2M	Buy	16,761 +10,112	+152%	+$1.02M	0.01%	253
2024 Q2	$745K	Buy	+6,649	New	+$668K	﹤0.01%	254

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank Julius Baer & Co's SGOV Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 66% in Q1 2026, selling an estimated $258K and leaving 1,338 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Bank Julius Baer & Co first reported a position in SGOV in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.15M in Q4 2024. 1,215 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Bank Julius Baer & Co held 1,338 shares of iShares 0-3 Month Treasury Bond ETF worth $135K as of Q1 2026.
Bank Julius Baer & Co sold 2,562 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $258K.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #526 holding.
Bank Julius Baer & Co first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
Bank Julius Baer & Co's iShares 0-3 Month Treasury Bond ETF position peaked at $2.15M in Q4 2024.
1,215 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.