James T. Borello
SGOV icon

James T. Borello’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

James T. Borello’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
Q3 		$1.05M Buy
10,444
+5,315
+104% +$534K 0.22% 53
2026
Q2 		$516K Buy
5,129
+272
+6% +$27.3K 0.11% 67
2026
Q1 		$489K Buy
4,857
+447
+10% +$44.9K 0.12% 65
2025
Q4 		$443K Buy
4,410
+1,373
+45% +$138K 0.11% 65
2025
Q3 		$306K Buy
+3,037
New +$305K 0.08% 76

Other funds holding SGOV

True North Advisors
True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Hollow Brook Wealth Management
Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Peavine Capital
Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return
Selective Wealth Management
Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return
PA
Prairie Advisory Leawood, Kansas $863M AUM

James T. Borello's SGOV Position: Q3 2026 in Review

James T. Borello increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 104% in Q3 2026, buying an estimated $534K and bringing the position to 10,444 shares worth $1.05M. The position accounts for 0.22% of the portfolio, ranked #53.

James T. Borello first reported a position in SGOV in Q3 2025 and has held it in 5 quarters since. 608 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • James T. Borello held 10,444 shares of iShares 0-3 Month Treasury Bond ETF worth $1.05M as of Q3 2026.
  • James T. Borello bought 5,315 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $534K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.22% of James T. Borello's portfolio in Q3 2026, its #53 holding.
  • James T. Borello first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • 608 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.