EFS
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Essex Financial Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Essex Financial Services’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 		$895K Buy
8,888
+2,274
+34% +$229K 0.04% 345
2026
Q1 		$666K Buy
6,614
+1,721
+35% +$173K 0.04% 373
2025
Q4 		$491K Sell
4,893
-847
-15% -$85.1K 0.03% 447
2025
Q3 		$578K Sell
5,740
-4,525
-44% -$455K 0.03% 386
2025
Q2 		$1.03M Buy
10,265
+1,764
+21% +$177K 0.07% 244
2025
Q1 		$856K Buy
+8,501
New +$854K 0.06% 260

Other funds holding SGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RAM
Robinhood Asset Management Menlo Park, California $1.87B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Essex Financial Services's SGOV Position: Q2 2026 in Review

Essex Financial Services increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 34% in Q2 2026, buying an estimated $229K and bringing the position to 8,888 shares worth $895K. The position accounts for 0.04% of the portfolio, ranked #345.

Essex Financial Services first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.03M in Q2 2025. 1,047 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Essex Financial Services held 8,888 shares of iShares 0-3 Month Treasury Bond ETF worth $895K as of Q2 2026.
  • Essex Financial Services bought 2,274 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $229K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.04% of Essex Financial Services's portfolio in Q2 2026, its #345 holding.
  • Essex Financial Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Essex Financial Services's iShares 0-3 Month Treasury Bond ETF position peaked at $1.03M in Q2 2025.
  • 1,047 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.