J2 Capital Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

J2 Capital Management’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	$18.3M	Buy	181,302 +64,011	+55%	+$6.44M	12.27%	2
2026 Q1	$11.8M	Buy	117,291 +44,523	+61%	+$4.48M	8.1%	3
2025 Q4	$7.3M	Buy	72,768 +6,502	+10%	+$653K	5.33%	3
2025 Q3	$6.67M	Buy	66,266 +530	+0.8%	+$53.3K	5.02%	3
2025 Q2	$6.62M	Sell	65,736 -47,853	-42%	-$4.81M	5.28%	3
2025 Q1	$11.4M	Buy	113,589 +59,215	+109%	+$5.95M	10.51%	3
2024 Q4	$5.45M	Buy	+54,374	New	+$5.46M	5.12%	3
2023 Q3	$4.7M	Buy	46,689 +11,155	+31%	+$1.12M	5.94%	3
2023 Q2	$3.58M	Buy	+35,534	New	+$3.57M	4.25%	6

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

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

VWM

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

OFW

Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

J2 Capital Management's SGOV Position: Q2 2026 in Review

J2 Capital Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 55% in Q2 2026, buying an estimated $6.44M and bringing the position to 181,302 shares worth $18.3M. The position accounts for 12.27% of the portfolio, ranked #2.

J2 Capital Management first reported a position in SGOV in Q2 2023 and has held it in 9 quarters since. 268 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

J2 Capital Management held 181,302 shares of iShares 0-3 Month Treasury Bond ETF worth $18.3M as of Q2 2026.
J2 Capital Management bought 64,011 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $6.44M.
iShares 0-3 Month Treasury Bond ETF made up 12.27% of J2 Capital Management's portfolio in Q2 2026, its #2 holding.
J2 Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 9 quarters since.
268 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on J2 Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.