Jessup Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Jessup Wealth Management’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	$394K	Buy	3,916 +476	+14%	+$47.9K	0.12%	62
2026 Q1	$346K	Sell	3,440 -148	-4%	-$14.9K	0.13%	63
2025 Q4	$360K	Buy	3,588 +38	+1%	+$3.82K	0.12%	63
2025 Q3	$358K	Sell	3,550 -444	-11%	-$44.6K	0.13%	58
2025 Q2	$402K	Sell	3,994 -25	-0.6%	-$2.51K	0.16%	55
2025 Q1	$405K	Sell	4,019 -196	-5%	-$19.7K	0.17%	55
2024 Q4	$423K	Buy	4,215 +463	+12%	+$46.5K	0.18%	49
2024 Q3	$378K	Buy	3,752 +107	+3%	+$10.8K	0.17%	42
2024 Q2	$367K	Buy	+3,645	New	+$366K	0.16%	44

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

Jessup Wealth Management's SGOV Position: Q2 2026 in Review

Jessup Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 14% in Q2 2026, buying an estimated $47.9K and bringing the position to 3,916 shares worth $394K. The position accounts for 0.12% of the portfolio, ranked #62.

Jessup Wealth Management first reported a position in SGOV in Q2 2024 and has held it in 9 quarters since. The position peaked at $423K in Q4 2024. 1,312 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Jessup Wealth Management held 3,916 shares of iShares 0-3 Month Treasury Bond ETF worth $394K as of Q2 2026.
Jessup Wealth Management bought 476 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $47.9K.
iShares 0-3 Month Treasury Bond ETF made up 0.12% of Jessup Wealth Management's portfolio in Q2 2026, its #62 holding.
Jessup Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Jessup Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $423K in Q4 2024.
1,312 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Jessup Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.