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
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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

JSF Financial's SGOV Position: Q1 2025 in Review

JSF Financial sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2025, closing a stake of 3,610 shares — an estimated $362K sold.

JSF Financial first reported a position in SGOV in Q2 2024 and held it in 3 quarters. The position peaked at $3.79M in Q3 2024. 862 funds tracked by Wall St. Rank hold SGOV as of Q1 2025.

JSF Financial reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
JSF Financial sold 3,610 iShares 0-3 Month Treasury Bond ETF shares in Q1 2025, an estimated $362K.
JSF Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and held it in 3 quarters.
JSF Financial's iShares 0-3 Month Treasury Bond ETF position peaked at $3.79M in Q3 2024.
862 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2025.

Based on JSF Financial's 13F filing for Q1 2025, filed 7 May 2025.