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 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jim Saulnier & Associates's SGOV Position: Q1 2026 in Review

Jim Saulnier & Associates reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.46% in Q1 2026, selling an estimated $9.95K and leaving 21,597 shares worth $2.17M. The position accounts for 1.06% of the portfolio, ranked #26.

Jim Saulnier & Associates first reported a position in SGOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.6M in Q4 2024. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Jim Saulnier & Associates held 21,597 shares of iShares 0-3 Month Treasury Bond ETF worth $2.17M as of Q1 2026.
Jim Saulnier & Associates sold 99 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $9.95K.
iShares 0-3 Month Treasury Bond ETF made up 1.06% of Jim Saulnier & Associates's portfolio in Q1 2026, its #26 holding.
Jim Saulnier & Associates first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Jim Saulnier & Associates's iShares 0-3 Month Treasury Bond ETF position peaked at $5.6M in Q4 2024.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.