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Jefferson Bridge Capital’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Jefferson Bridge Capital’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 		$570K Buy
5,658
+1,227
+28% +$123K 0.49% 48
2026
Q1 		$446K Buy
4,431
+668
+18% +$67.1K 0.44% 50
2025
Q4 		$378K Buy
+3,763
New +$378K 0.38% 51

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return

Jefferson Bridge Capital's SGOV Position: Q2 2026 in Review

Jefferson Bridge Capital increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 28% in Q2 2026, buying an estimated $123K and bringing the position to 5,658 shares worth $570K. The position accounts for 0.49% of the portfolio, ranked #48.

Jefferson Bridge Capital first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. 799 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Jefferson Bridge Capital held 5,658 shares of iShares 0-3 Month Treasury Bond ETF worth $570K as of Q2 2026.
  • Jefferson Bridge Capital bought 1,227 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $123K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.49% of Jefferson Bridge Capital's portfolio in Q2 2026, its #48 holding.
  • Jefferson Bridge Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 799 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Jefferson Bridge Capital's 13F filing for Q2 2026, filed 21 Jul 2026.