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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 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

JDM Financial Group's SGOV Position: Q1 2026 in Review

JDM Financial Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 24% in Q1 2026, buying an estimated $5.58M and bringing the position to 283,950 shares worth $23.5M. The position accounts for 9.07% of the portfolio, ranked #4.

JDM Financial Group first reported a position in SGOV in Q3 2024 and has held it in 7 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • JDM Financial Group held 283,950 shares of iShares 0-3 Month Treasury Bond ETF worth $23.5M as of Q1 2026.
  • JDM Financial Group bought 55,491 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $5.58M.
  • iShares 0-3 Month Treasury Bond ETF made up 9.07% of JDM Financial Group's portfolio in Q1 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 7 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.