J. Safra Sarasin Holding’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

J. Safra Sarasin Holding’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	$3.24M	Hold	32,184	–	–	0.05%	198
2026 Q1	$3.24M	Buy	32,184 +29,755	+1,225%	+$2.99M	0.06%	150
2025 Q4	$244K	Sell	2,429 -265	-10%	-$26.6K	﹤0.01%	479
2025 Q3	$271K	Buy	+2,694	New	+$271K	﹤0.01%	448
2025 Q1	–	Sell	-3,015	Closed	-$302K	–	511
2024 Q4	$302K	Sell	3,015 -437	-13%	-$43.9K	0.01%	436
2024 Q3	$348K	Buy	3,452 +756	+28%	+$76K	0.01%	409
2024 Q2	$272K	Buy	+2,696	New	+$271K	0.01%	433

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

J. Safra Sarasin Holding's SGOV Position: Q2 2026 in Review

J. Safra Sarasin Holding held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 32,184 shares worth $3.24M. The position accounts for 0.05% of the portfolio, ranked #198.

J. Safra Sarasin Holding first reported a position in SGOV in Q2 2024 and has held it in 7 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

J. Safra Sarasin Holding held 32,184 shares of iShares 0-3 Month Treasury Bond ETF worth $3.24M as of Q2 2026.
J. Safra Sarasin Holding left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.05% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #198 holding.
J. Safra Sarasin Holding first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 7 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.