JNBA Financial Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

JNBA Financial Advisors’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	$93M	Buy	924,007 +76,735	+9%	+$7.71M	7.04%	3
2026 Q1	$85.3M	Buy	847,272 +846,005	+66,772%	+$85M	7.1%	3
2025 Q4	$127K	Sell	1,267 -6,342	-83%	-$637K	0.01%	217
2025 Q3	$766K	Sell	7,609 -24,838	-77%	-$2.5M	0.07%	112
2025 Q2	$3.27M	Buy	32,447 +29,462	+987%	+$2.96M	0.31%	47
2025 Q1	$301K	Buy	+2,985	New	+$300K	0.03%	157
2024 Q4	–	Sell	-59	Closed	-$5.94K	–	667
2024 Q3	$5.94K	Hold	59	–	–	﹤0.01%	536
2024 Q2	$5.94K	Buy	+59	New	+$5.93K	﹤0.01%	507

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

JNBA Financial Advisors's SGOV Position: Q2 2026 in Review

JNBA Financial Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 9.1% in Q2 2026, buying an estimated $7.71M and bringing the position to 924,007 shares worth $93M. The position accounts for 7.04% of the portfolio, ranked #3.

JNBA Financial Advisors first reported a position in SGOV in Q2 2024 and has held it in 8 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

JNBA Financial Advisors held 924,007 shares of iShares 0-3 Month Treasury Bond ETF worth $93M as of Q2 2026.
JNBA Financial Advisors bought 76,735 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $7.71M.
iShares 0-3 Month Treasury Bond ETF made up 7.04% of JNBA Financial Advisors's portfolio in Q2 2026, its #3 holding.
JNBA Financial Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.