Jim Saulnier & Associates’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Jim Saulnier & Associates’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	$1.58M	Sell	15,718 -5,879	-27%	-$591K	0.64%	35
2026 Q1	$2.17M	Sell	21,597 -99	-0.5%	-$9.95K	1.06%	26
2025 Q4	$2.18M	Sell	21,696 -181	-0.8%	-$18.2K	1.13%	23
2025 Q3	$2.2M	Sell	21,877 -2,668	-11%	-$268K	1.23%	20
2025 Q2	$2.47M	Sell	24,545 -18,934	-44%	-$1.9M	1.69%	16
2025 Q1	$4.38M	Sell	43,479 -12,337	-22%	-$1.24M	3.41%	5
2024 Q4	$5.6M	Buy	+55,816	New	+$5.61M	4.83%	5

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

Jim Saulnier & Associates's SGOV Position: Q2 2026 in Review

Jim Saulnier & Associates reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 27% in Q2 2026, selling an estimated $591K and leaving 15,718 shares worth $1.58M. The position accounts for 0.64% of the portfolio, ranked #35.

Jim Saulnier & Associates first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.6M in Q4 2024. 1,306 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Jim Saulnier & Associates held 15,718 shares of iShares 0-3 Month Treasury Bond ETF worth $1.58M as of Q2 2026.
Jim Saulnier & Associates sold 5,879 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $591K.
iShares 0-3 Month Treasury Bond ETF made up 0.64% of Jim Saulnier & Associates's portfolio in Q2 2026, its #35 holding.
Jim Saulnier & Associates first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Jim Saulnier & Associates's iShares 0-3 Month Treasury Bond ETF position peaked at $5.6M in Q4 2024.
1,306 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.