Jeter Robert S II’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Jeter Robert S II’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 Q3	$717K	Buy	+7,128	New	+$717K	0.47%	34

Other funds holding SGOV

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Jeter Robert S II's SGOV Position: Q3 2026 in Review

Jeter Robert S II opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026: 7,128 shares worth $717K. The stake represents 0.47% of the portfolio and ranks #34 among its holdings.

539 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Jeter Robert S II held 7,128 shares of iShares 0-3 Month Treasury Bond ETF worth $717K as of Q3 2026.
iShares 0-3 Month Treasury Bond ETF was a new Jeter Robert S II position in Q3 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.47% of Jeter Robert S II's portfolio in Q3 2026, its #34 holding.
539 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Jeter Robert S II's 13F filing for Q3 2026, filed 16 Oct 2026.