J. M. Brown & Associates’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

J. M. Brown & Associates’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	$3.97M	Buy	+39,431	New	+$3.96M	2.27%	8

Other funds holding SGOV

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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

J. M. Brown & Associates's SGOV Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 39,431 shares worth $3.97M. The stake represents 2.27% of the portfolio and ranks #8 among its holdings.

1,256 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

J. M. Brown & Associates held 39,431 shares of iShares 0-3 Month Treasury Bond ETF worth $3.97M as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new J. M. Brown & Associates position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 2.27% of J. M. Brown & Associates's portfolio in Q2 2026, its #8 holding.
1,256 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.