Janney Montgomery Scott
SGOV icon

Janney Montgomery Scott’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Janney Montgomery Scott’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 		$42.1M Sell
418,167
-48,693
-10% -$4.9M 0.08% 246
2026
Q1 		$47M Buy
466,860
+363,181
+350% +$36.5M 0.12% 178
2025
Q4 		$10.4M Buy
103,679
+13,939
+16% +$1.4M 0.02% 605
2025
Q3 		$9.04M Buy
89,740
+809
+0.9% +$81.3K 0.02% 655
2025
Q2 		$8.96M Buy
88,931
+4,218
+5% +$424K 0.02% 606
2025
Q1 		$8.53M Buy
+84,713
New +$8.51M 0.02% 589
2024
Q4 		– Sell
-51,766
Closed -$5.21M – 2827
2024
Q3 		$5.21M Sell
51,766
-1,033
-2% -$104K 0.01% 742
2024
Q2 		$5.32M Sell
52,799
-4,893
-8% -$492K 0.02% 709
2024
Q1 		$5.81M Sell
57,692
-1,221
-2% -$123K 0.02% 710
2023
Q4 		$5.91M Sell
58,913
-33,813
-36% -$3.4M 0.02% 666
2023
Q3 		$9.34M Buy
92,726
+27,341
+42% +$2.75M 0.03% 467
2023
Q2 		$6.58M Buy
65,385
+56,975
+677% +$5.72M 0.02% 603
2023
Q1 		$846K Buy
8,410
+2,450
+41% +$246K ﹤0.01% 1414
2022
Q4 		$597K Buy
+5,960
New +$597K ﹤0.01% 1664

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janney Montgomery Scott's SGOV Position: Q2 2026 in Review

Janney Montgomery Scott reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 10% in Q2 2026, selling an estimated $4.9M and leaving 418,167 shares worth $42.1M. The position accounts for 0.08% of the portfolio, ranked #246.

Janney Montgomery Scott first reported a position in SGOV in Q4 2022 and has held it in 14 quarters since. The position peaked at $47M in Q1 2026. 1,309 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Janney Montgomery Scott held 418,167 shares of iShares 0-3 Month Treasury Bond ETF worth $42.1M as of Q2 2026.
  • Janney Montgomery Scott sold 48,693 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $4.9M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.08% of Janney Montgomery Scott's portfolio in Q2 2026, its #246 holding.
  • Janney Montgomery Scott first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Janney Montgomery Scott's iShares 0-3 Month Treasury Bond ETF position peaked at $47M in Q1 2026.
  • 1,309 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.