JSF Financial
SGOV icon

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

JSF Financial’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
Q3 		$952K Buy
+9,454
New +$951K 0.15% 79
2025
Q1 		– Sell
-3,610
Closed -$362K – 135
2024
Q4 		$362K Sell
3,610
-34,021
-90% -$3.42M 0.1% 96
2024
Q3 		$3.79M Buy
37,631
+1,023
+3% +$103K 1.11% 18
2024
Q2 		$3.69M Buy
+36,608
New +$3.68M 1.13% 18

Other funds holding SGOV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
True North Advisors
True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Hollow Brook Wealth Management
Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

JSF Financial's SGOV Position: Q3 2026 in Review

JSF Financial opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026: 9,454 shares worth $952K. The stake represents 0.15% of the portfolio and ranks #79 among its holdings. This is a return to the name: JSF Financial previously reported a position in SGOV as recently as Q4 2024.

JSF Financial first reported a position in SGOV in Q2 2024 and has held it in 4 quarters since. The position peaked at $3.79M in Q3 2024. 866 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • JSF Financial held 9,454 shares of iShares 0-3 Month Treasury Bond ETF worth $952K as of Q3 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new JSF Financial position in Q3 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.15% of JSF Financial's portfolio in Q3 2026, its #79 holding.
  • JSF Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 4 quarters since.
  • JSF Financial's iShares 0-3 Month Treasury Bond ETF position peaked at $3.79M in Q3 2024.
  • 866 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on JSF Financial's 13F filing for Q3 2026, filed 22 Oct 2026.