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 Q2	$52.1M	Buy	517,370 +320,117	+162%	+$32.2M	0.97%	16
2026 Q1	$19.9M	Buy	197,253 +29,149	+17%	+$2.93M	0.44%	38
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 $1.55T 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

Brighton Jones LLC's SGOV Position: Q2 2026 in Review

Brighton Jones LLC increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 162% in Q2 2026, buying an estimated $32.2M and bringing the position to 517,370 shares worth $52.1M. The position accounts for 0.97% of the portfolio, ranked #16.

Brighton Jones LLC first reported a position in SGOV in Q1 2023 and has held it in 8 quarters since. 1,303 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Brighton Jones LLC held 517,370 shares of iShares 0-3 Month Treasury Bond ETF worth $52.1M as of Q2 2026.
Brighton Jones LLC bought 320,117 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $32.2M.
iShares 0-3 Month Treasury Bond ETF made up 0.97% of Brighton Jones LLC's portfolio in Q2 2026, its #16 holding.
Brighton Jones LLC first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 8 quarters since.
1,303 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.