JDM Financial Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

JDM Financial Group’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	$22.5M	Sell	274,586 -9,364	-3%	-$941K	7.7%	4
2026 Q1	$23.5M	Buy	283,950 +55,491	+24%	+$5.58M	9.07%	4
2025 Q4	$22.9M	Buy	228,459 +120,280	+111%	+$12.1M	8.9%	4
2025 Q3	$10.9M	Buy	108,179 +68,457	+172%	+$6.88M	4.57%	9
2025 Q2	$4M	Sell	39,722 -3,178	-7%	-$319K	1.89%	13
2025 Q1	$4.32M	Buy	42,900 +20,343	+90%	+$2.04M	2.19%	12
2024 Q4	$2.26M	Buy	22,557 +3,237	+17%	+$325K	1.18%	16
2024 Q3	$1.95M	Buy	+19,320	New	+$1.94M	1.06%	18

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

JDM Financial Group's SGOV Position: Q2 2026 in Review

JDM Financial Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3.3% in Q2 2026, selling an estimated $941K and leaving 274,586 shares worth $22.5M. The position accounts for 7.7% of the portfolio, ranked #4.

JDM Financial Group first reported a position in SGOV in Q3 2024 and has held it in 8 quarters since. The position peaked at $23.5M in Q1 2026. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

JDM Financial Group held 274,586 shares of iShares 0-3 Month Treasury Bond ETF worth $22.5M as of Q2 2026.
JDM Financial Group sold 9,364 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $941K.
iShares 0-3 Month Treasury Bond ETF made up 7.7% of JDM Financial Group's portfolio in Q2 2026, its #4 holding.
JDM Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
JDM Financial Group's iShares 0-3 Month Treasury Bond ETF position peaked at $23.5M in Q1 2026.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.