Brighton Jones LLC’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Brighton Jones LLC’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	–	Sell	-168,104	Closed	-$16.9M	–	47
2025 Q4	$16.9M	Sell	168,104 -34,361	-17%	-$3.45M	0.62%	25
2025 Q3	$20.4M	Buy	202,465 +146,656	+263%	+$14.7M	0.49%	35
2025 Q2	$5.62M	Sell	55,809 -65,718	-54%	-$6.61M	0.15%	85
2025 Q1	$12.2M	Buy	121,527 +73,577	+153%	+$7.4M	0.39%	42
2024 Q4	$4.81M	Buy	+47,950	New	+$4.82M	0.14%	87
2023 Q2	–	Sell	-5,971	Closed	-$601K	–	562
2023 Q1	$601K	Buy	+5,971	New	+$599K	0.03%	250

Other funds holding SGOV

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 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

Brighton Jones LLC's SGOV Position: Q1 2026 in Review

Brighton Jones LLC sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026, closing a stake of 168,104 shares — an estimated $16.9M sold.

Brighton Jones LLC first reported a position in SGOV in Q1 2023 and held it in 6 quarters. The position peaked at $20.4M in Q3 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Brighton Jones LLC reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Brighton Jones LLC sold 168,104 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $16.9M.
Brighton Jones LLC first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and held it in 6 quarters.
Brighton Jones LLC's iShares 0-3 Month Treasury Bond ETF position peaked at $20.4M in Q3 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.