Jones Financial Companies’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Jones Financial Companies’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	$54.3K	Sell	539 -1,537	-74%	-$155K	﹤0.01%	3095
2026 Q1	$209K	Buy	2,076 +1,897	+1,060%	+$191K	﹤0.01%	2388
2025 Q4	$18K	Sell	179 -210	-54%	-$21.1K	﹤0.01%	2979
2025 Q3	$39.2K	Buy	389 +360	+1,241%	+$36.2K	﹤0.01%	2478
2025 Q2	$2.92K	Sell	29 -121	-81%	-$12.2K	﹤0.01%	3339
2025 Q1	$15.1K	Buy	+150	New	+$15.1K	﹤0.01%	2528

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

Jones Financial Companies's SGOV Position: Q2 2026 in Review

Jones Financial Companies reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 74% in Q2 2026, selling an estimated $155K and leaving 539 shares worth $54.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3095.

Jones Financial Companies first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. The position peaked at $209K in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Jones Financial Companies held 539 shares of iShares 0-3 Month Treasury Bond ETF worth $54.3K as of Q2 2026.
Jones Financial Companies sold 1,537 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $155K.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3095 holding.
Jones Financial Companies first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Jones Financial Companies's iShares 0-3 Month Treasury Bond ETF position peaked at $209K in Q1 2026.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.