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Jaffetilchin Investment Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Jaffetilchin Investment Partners’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
Q1 		$894K Buy
8,882
+45
+0.5% +$4.52K 0.05% 202
2025
Q4 		$887K Sell
8,837
-1,973
-18% -$198K 0.05% 202
2025
Q3 		$1.09M Buy
10,810
+87
+0.8% +$8.75K 0.07% 181
2025
Q2 		$1.08M Sell
10,723
-31
-0.3% -$3.12K 0.07% 171
2025
Q1 		$1.08M Sell
10,754
-1,518
-12% -$153K 0.08% 169
2024
Q4 		$1.23M Sell
12,272
-3,204
-21% -$322K 0.09% 143
2024
Q3 		$1.56M Buy
15,476
+1,273
+9% +$128K 0.12% 107
2024
Q2 		$1.43M Sell
14,203
-5,734
-29% -$576K 0.12% 102
2024
Q1 		$2.01M Buy
19,937
+733
+4% +$73.7K 0.18% 86
2023
Q4 		$1.93M Buy
19,204
+6,818
+55% +$685K 0.19% 86
2023
Q3 		$1.25M Sell
12,386
-1,790
-13% -$180K 0.14% 98
2023
Q2 		$1.43M Buy
14,176
+3,794
+37% +$381K 0.15% 95
2023
Q1 		$1.04M Buy
10,382
+7,686
+285% +$771K 0.12% 130
2022
Q4 		$270K Buy
2,696
+7
+0.3% +$701 0.03% 294
2022
Q3 		$270K Buy
+2,689
New +$269K 0.03% 269

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jaffetilchin Investment Partners's SGOV Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.51% in Q1 2026, buying an estimated $4.52K and bringing the position to 8,882 shares worth $894K. The position accounts for 0.05% of the portfolio, ranked #202.

Jaffetilchin Investment Partners first reported a position in SGOV in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.01M in Q1 2024. 1,215 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Jaffetilchin Investment Partners held 8,882 shares of iShares 0-3 Month Treasury Bond ETF worth $894K as of Q1 2026.
  • Jaffetilchin Investment Partners bought 45 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $4.52K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.05% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #202 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Jaffetilchin Investment Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $2.01M in Q1 2024.
  • 1,215 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.