Caitlin John’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Caitlin John’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	$507K	Sell	5,039 -23,200	-82%	-$2.33M	0.28%	90
2026 Q1	$2.84M	Buy	28,239 +20,239	+253%	+$2.03M	1.71%	10
2025 Q4	$803K	Buy	+8,000	New	+$804K	0.53%	39

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

Caitlin John's SGOV Position: Q2 2026 in Review

Caitlin John reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 82% in Q2 2026, selling an estimated $2.33M and leaving 5,039 shares worth $507K. The position accounts for 0.28% of the portfolio, ranked #90.

Caitlin John first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.84M in Q1 2026. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Caitlin John held 5,039 shares of iShares 0-3 Month Treasury Bond ETF worth $507K as of Q2 2026.
Caitlin John sold 23,200 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.33M.
iShares 0-3 Month Treasury Bond ETF made up 0.28% of Caitlin John's portfolio in Q2 2026, its #90 holding.
Caitlin John first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
Caitlin John's iShares 0-3 Month Treasury Bond ETF position peaked at $2.84M in Q1 2026.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.