JMAC Enterprises’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

JMAC Enterprises’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	$8M	Sell	79,502 -3,834	-5%	-$385K	1.53%	27
2025 Q4	$8.37M	Sell	83,336 -2,514	-3%	-$253K	1.6%	24
2025 Q3	$8.65M	Buy	85,850 +2,108	+3%	+$212K	1.71%	23
2025 Q2	$8.43M	Buy	83,742 +34,043	+68%	+$3.42M	1.81%	20
2025 Q1	$5M	Buy	49,699 +1,209	+2%	+$122K	1.19%	34
2024 Q4	$4.86M	Buy	48,490 +7,543	+18%	+$758K	0.76%	41
2024 Q3	$4.12M	Buy	40,947 +14,749	+56%	+$1.48M	0.66%	46
2024 Q2	$2.64M	Buy	+26,198	New	+$2.63M	0.46%	62

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

JMAC Enterprises's SGOV Position: Q1 2026 in Review

JMAC Enterprises reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.6% in Q1 2026, selling an estimated $385K and leaving 79,502 shares worth $8M. The position accounts for 1.53% of the portfolio, ranked #27.

JMAC Enterprises first reported a position in SGOV in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.65M in Q3 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

JMAC Enterprises held 79,502 shares of iShares 0-3 Month Treasury Bond ETF worth $8M as of Q1 2026.
JMAC Enterprises sold 3,834 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $385K.
iShares 0-3 Month Treasury Bond ETF made up 1.53% of JMAC Enterprises's portfolio in Q1 2026, its #27 holding.
JMAC Enterprises first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
JMAC Enterprises's iShares 0-3 Month Treasury Bond ETF position peaked at $8.65M in Q3 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on JMAC Enterprises's 13F filing for Q1 2026, filed 1 May 2026.