JLBC
SGOV icon

J.L. Bainbridge & Co’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

J.L. Bainbridge & 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
Q2 		$345K Sell
3,428
-45
-1% -$4.52K 0.03% 84
2026
Q1 		$350K Buy
+3,473
New +$349K 0.03% 71

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

J.L. Bainbridge & Co's SGOV Position: Q2 2026 in Review

J.L. Bainbridge & Co reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.3% in Q2 2026, selling an estimated $4.52K and leaving 3,428 shares worth $345K. The position accounts for 0.03% of the portfolio, ranked #84.

J.L. Bainbridge & Co first reported a position in SGOV in Q1 2026 and has held it in 2 quarters since. The position peaked at $350K in Q1 2026. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • J.L. Bainbridge & Co held 3,428 shares of iShares 0-3 Month Treasury Bond ETF worth $345K as of Q2 2026.
  • J.L. Bainbridge & Co sold 45 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $4.52K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.03% of J.L. Bainbridge & Co's portfolio in Q2 2026, its #84 holding.
  • J.L. Bainbridge & Co first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • J.L. Bainbridge & Co's iShares 0-3 Month Treasury Bond ETF position peaked at $350K in Q1 2026.
  • 429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on J.L. Bainbridge & Co's 13F filing for Q2 2026, filed 22 Jul 2026.