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Johnson Financial Group LLC (Colorado)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Johnson Financial Group LLC (Colorado)’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 		$646K Buy
6,413
+2,681
+72% +$270K 0.04% 74
2025
Q4 		$375K Buy
+3,732
New +$375K 0.02% 79

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UBS Group
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CBU
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Raymond James Financial
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Osaic Holdings
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Johnson Financial Group LLC (Colorado)'s SGOV Position: Q1 2026 in Review

Johnson Financial Group LLC (Colorado) increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 72% in Q1 2026, buying an estimated $270K and bringing the position to 6,413 shares worth $646K. The position accounts for 0.04% of the portfolio, ranked #74.

Johnson Financial Group LLC (Colorado) first reported a position in SGOV in Q4 2025 and has held it in 2 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Johnson Financial Group LLC (Colorado) held 6,413 shares of iShares 0-3 Month Treasury Bond ETF worth $646K as of Q1 2026.
  • Johnson Financial Group LLC (Colorado) bought 2,681 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $270K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.04% of Johnson Financial Group LLC (Colorado)'s portfolio in Q1 2026, its #74 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2026, filed 14 May 2026.