Jeff Yass’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Jeff Yass’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	$38.2M	Buy	379,105 +247,063	+187%	+$24.8M	﹤0.01%	1782
2026 Q1	$13.3M	Buy	132,042 +47,703	+57%	+$4.8M	﹤0.01%	2705
2025 Q4	$8.47M	Buy	84,339 +811	+1%	+$81.5K	﹤0.01%	3271
2025 Q3	$8.41M	Buy	83,528 +11,410	+16%	+$1.15M	﹤0.01%	3266
2025 Q2	$7.26M	Buy	72,118 +5,769	+9%	+$580K	﹤0.01%	3315
2025 Q1	$6.68M	Buy	+66,349	New	+$6.67M	﹤0.01%	3128
2024 Q4	–	Sell	-235,571	Closed	-$23.7M	–	13111
2024 Q3	$23.7M	Buy	235,571 +194,838	+478%	+$19.6M	﹤0.01%	1648
2024 Q2	$4.1M	Sell	40,733 -37,260	-48%	-$3.75M	﹤0.01%	3776
2024 Q1	$7.85M	Sell	77,993 -1,723	-2%	-$173K	﹤0.01%	2968
2023 Q4	$7.99M	Buy	79,716 +20,402	+34%	+$2.05M	﹤0.01%	2955
2023 Q3	$5.97M	Buy	+59,314	New	+$5.96M	﹤0.01%	3243
2023 Q2	–	Sell	-25,816	Closed	-$2.6M	–	13025
2023 Q1	$2.6M	Buy	25,816 +22,318	+638%	+$2.24M	﹤0.01%	4608
2022 Q4	$350K	Buy	+3,498	New	+$350K	﹤0.01%	8722
2022 Q1	–	Sell	-2,717	Closed	-$272K	–	13872
2021 Q4	$272K	Buy	+2,717	New	+$272K	﹤0.01%	10719
2021 Q2	–	Sell	-25,267	Closed	-$2.53M	–	13189
2021 Q1	$2.53M	Buy	25,267 +20,287	+407%	+$2.03M	﹤0.01%	5354
2020 Q4	$498K	Sell	4,980 -15,755	-76%	-$1.58M	﹤0.01%	8300
2020 Q3	$2.07M	Buy	+20,735	New	+$2.07M	﹤0.01%	4551

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

Jeff Yass's SGOV Position: Q2 2026 in Review

Jeff Yass increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 187% in Q2 2026, buying an estimated $24.8M and bringing the position to 379,105 shares worth $38.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1782.

Jeff Yass first reported a position in SGOV in Q3 2020 and has held it in 17 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Jeff Yass held 379,105 shares of iShares 0-3 Month Treasury Bond ETF worth $38.2M as of Q2 2026.
Jeff Yass bought 247,063 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $24.8M.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #1782 holding.
Jeff Yass first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2020 and has held it in 17 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.