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

Jacobi 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	$287K	Buy	+2,852	New	+$287K	0.01%	568
2026 Q1	–	Sell	-3,001	Closed	-$301K	–	642
2025 Q4	$301K	Sell	3,001 -60	-2%	-$6.03K	0.02%	521
2025 Q3	$308K	Buy	+3,061	New	+$308K	0.02%	507

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

Jacobi Capital Management opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 2,852 shares worth $287K. The stake represents 0.01% of the portfolio and ranks #568 among its holdings. This is a return to the name: Jacobi Capital Management previously reported a position in SGOV as recently as Q4 2025.

Jacobi Capital Management first reported a position in SGOV in Q3 2025 and has held it in 3 quarters since. The position peaked at $308K in Q3 2025. 628 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Jacobi Capital Management held 2,852 shares of iShares 0-3 Month Treasury Bond ETF worth $287K as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new Jacobi Capital Management position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.01% of Jacobi Capital Management's portfolio in Q2 2026, its #568 holding.
Jacobi Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
Jacobi Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $308K in Q3 2025.
628 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.